McLaughlin Asset Management, Inc. (MAM) is a Registered Investment Advisor (RIA) firm. Our firm provides tailored financial strategies and a disciplined investment approach to help our clients succeed over the long-term. We are a family-oriented firm and care deeply about our clients, which is why we operate with a high degree of personal accountability and put our clients needs first.
MAM has a fiduciary duty to each client, and our firm maintains a low client-to-advisor ratio. MAM develops, manages and monitors a detailed investment program to help achieve long-term goals and financial success. Our goal is to improve household net worth and provide a better overall financial outcome by employing a disciplined, cost-effective, and efficient investment approach.
MAM has a fiduciary duty to each client, and our firm maintains a low client-to-advisor ratio. MAM develops, manages and monitors a detailed investment program to help achieve long-term goals and financial success. Our goal is to improve household net worth and provide a better overall financial outcome by employing a disciplined, cost-effective, and efficient investment approach.
Services
Donald started his career with Old Second National Bank in Aurora, IL as Portfolio Manager and Equity Issue Analyst, and later accepted a position as Head of Trust Department at Farmers and Mechanics Bank. Employed from 1983 - 2003, Don was with the First National Bank of Danville where he was hired as head of the Trust Department and Chief Investment Officer.
McLaughlin Asset Management's success in investing is achieved through a disciplined, long-term investment approach. All portfolios are managed to match specific client needs and goals. No one client is the same; therefore, our main priority is to work closely with each client to understand investment objectives and develop appropriate investment policy.
As a fee-only RIA, McLaughlin Asset Management, Inc. has a fiduciary duty to each client, and our firm is built to meet the recent changes to fee disclosure regulations. We can offer a multitude of retirement plan types and investment options for self-employed individuals and small businesses. Our goal is to design a cost-effective and customized plan to fit your needs, including 401(k), SEP IRA and SIMPLE IRA plans.
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