McCullough & Associates LLC
Investment Management - Mill Valley, California, United States
McCullough & Associates LLC Employees
McCullough & Associates LLC Details
McCullough & Associates LLC is an employee-owned, independent advisory firm located in Marin County. Originally founded in San Francisco in 1974, the firm has a long and successful reputation of adding investment value for clients in the US financial markets. Investment services offered by McCullough include equity and fixed income portfolio management and option strategies for concentrated equity position.McCullough's philosophy is based on the belief that client wealth formation and capital preservation is a long-term proposition. While seeking asset appreciation, the approach is conservative in nature, and meant to protect against downside risk through challenging market environments.Being a fee-based advisor, McCullough's incentives are naturally aligned with those of its clients. Entering into their fourth decade of providing expert advice, the firm continues to embrace the investment principles and beliefs of the founders, while adapting to the ever-changing investment landscape.The firm is led by Leon Wiatrak who brings with him over forty-five years of professional experience in the financial markets. With a fixed income orientation, Leon is aware of the casualty between US interest rates and economic growth, as related to international foreign exchange, debt markets and global economies. On a more fundamental level, Leon acknowledges the importance of building a consummate, versed and dedicated team as a critical characteristic to McCullough's ongoing success.The McCullough team members bring with them years of experience in various aspects of the financial markets. They are dedicated and result-driven individuals who maintain the ethics of good business and complete customer satisfaction at their core. Each account at McCullough is separately governed and constructed to follow strict investment standards while incorporating the client's specific goals and guidelines to determine unique management strategy.
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