The Nollenberger McCullough Advantage
Nollenberger McCullough is a SEC Registered Investment Advisory Firm (RIA), and as a Fiduciary, we always place your interest in front of ours. We are driven, results-oriented and determined to provide strong investment performance with an extraordinary level of personal service.
We believe assurance of successful wealth formation in the capital markets requires a thoughtful analysis of both equity and interest rate markets. We recognize that over time, strategic diversification among markets is essential to achieve maximum long-term results.
NollMac works with high-net-worth individuals, family offices, institutions, foundations, pension and retirement accounts, as well as public funds to help them maximize their returns. You can be assured we will take great effort to work on your behalf to achieve your goals.
Why Nollenberger McCullough
Nollenberger McCullough believes in the adage of Performance-Trust-Experience.
Performance is essential, as your monies need to work hard for you. NollMac strives to have very strong market performance while taking less risk than the market overall.
Trust is crucial, as you need and deserve to have peace of mind and security.
Experience is imperative, as you need an expert who can successfully navigate through the financial waters.
Bruce Nollenberger and Leon Wiatrak have over 80 years of combined investment experience, long-standing track records of performance and clients that have been with them for decades and multiple generations.
Key Points About Nollenberger McCullough
As a Fiduciary RIA, we do not sell products or charge commissions. Our interest is aligned with you, our client.
Nollenberger McCullough strives to take less risk than the markets and to outperform over a four-year market cycle.
All client accounts are separately managed accounts held in the client's name. We use Charles Schwab Institutional, or a custodian of the client’s choice.
You can view and access your account 24/7 through our client portal.
Nollenberger McCullough provides independent appraisal and performance reporting on a continual basis.
We are committed to building solid, ongoing relationships with our clients and providing optimum client service.
We take great pride in our investment management team. Nollenberger McCullough’s experience runs 80 years deep.
With an in-depth global view, Nollenberger McCullough manages equity and fixed income portfolios for you, our client. We strive to outperform the markets over a four-year market cycle while taking less risk.
Taxable and tax-free accounts are managed to generate a total rate of return including: earned interest, dividends, distributions and capital gains realized over a given period of time. Portfolios are individually constructed to meet the client’s particular investment requirements, such as maturity structure and cash flow needs.
We will help you think about wealth in a whole new light. Nollenberger McCullough will guide you through the many components of the wealth management process. Together, we will develop an investment plan that will both preserve and increase your wealth in a manner tailored to your personal goals and your comfort level.
Do you have a coordinated approach for managing your retirement plan assets? Do you have retirement accounts spread all over? Are you taking too much risk or not enough? Are your monies working hard for you?
