The McDonald Story
Founded in 1990, MCM serves as an independent Registered Investment Advisory (RIA) firm in Lubbock, TX. We do things different than most investment management firms. As an independent advisor, we are independent from bias, sales targets, or any other incentives that are not consistent with those of our clients. MCM manages diversified investment portfolios based on our client’s unique investment goals, objectives and constraints—with a realistic view of the current market environment.
We currently manage approximately $200 million in discretionary assets for individuals, endowments, foundations, pensions and corporations. Our goal is to invest your assets in an efficient and cost-effective way that reflects our research-driven approach.
Who We Serve
- Private clients, including families, trusts, and estates
- Endowments, foundations and other non-profit entities
- Retirement plans
- Corporations and business interests
We work with a diverse group of private and institutional clients with varied backgrounds, circumstances and needs. Our clients demand superior financial market expertise, industry experience, credibility and proactive portfolio management.