Investment Counsel

Investing For The Long Term

Michael J.D. McCall LLC. specializes in creating and overseeing investment portfolios designed to make sure your assets continue working for you throughout your expected lifetime. We set your investment strategy and asset allocation, based on your individual goals, your risk tolerance, and your time horizon. We then execute your plan using institutional portfolio managers, mutual funds, and exchange-traded funds (ETFs). As an independent advisor, our fees are typically lower than what brokers or insurance agents charge because we’re not supporting a huge management and sales force.

Michael J.D. McCall LLC. believes in:

  • Goals-based investing
  • Low-cost investing
  • Risk management
  • Balancing growth and income
  • Asset allocation, rebalancing and reallocation
  • Broad-based global diversification

Comprehensive Financial Planning

While we specialize in investment design and investment strategies, we provide our services within the context of a broader financial plan. For more information go to our Wealth Management page.

Certified Investment Management Analyst

Principal Michael McCall earned a CIMA® certification as a Certified Investment Management Analyst at the Wharton School of Business, sponsored by the Investment Management Consultants Association (IMCA). The CIMA® certification indicates a higher standard of knowledge, commitment, and excellence. It requires rigorous courses in investment theory, investment manager analysis, portfolio design, and ethics.