Investment Discipline

As an asset management firm, we felt it was imperative that McLean Capital establish a systematic investment discipline. Although Richard McLean’s 30 years of experience provides the foundation to our company, it was his leadership that brought together a team to systematize his stock selection process and strict investment disciplines. These proprietary software systems and processes provide continuity to the firm and to our investment process.

Our goal is to provide our clients consistency in returns, diversification, and the benefits of rebalancing and annual compounding utilizing McLean Capital’s valuation methodology. The benefit of our methodology is that we can diversify large, mid and small cap stock selections with the same investment philosophy. We strive to earn the highest possible risk-adjusted return by insuring all stocks in McLean Capital portfolios are characterized by outstanding cash flow characteristics and increasing shareholder values.