Equity Investment Management
Nollenberger McCullough’s team has successfully managed investment portfolios for our clients for more than 40 years. We manage both taxable and tax-free accounts for high net worth individuals, family offices, institutions, foundations, pension and retirement accounts, as well as public funds. We work with your goals, objectives and tolerance for risk, to develop an investment plan customized for you. We always work hard to exceed your expectations and deliver exceptional results.
Strategy and Planning
At Nollenberger McCullough, we do not manage a mutual fund. Instead, we build customized equity and fixed income portfolios and manage them on your behalf.
We draw upon our years of experience and take advantage of all available tools and resources to deliver investments that reflect your values and interest.
We offer 24/7 access to your account and we are always available to review your portfolio, explain important choices and help you understand your investments.
Security Selection
Security selection at Nollenberger McCullough is conducted in-house and focuses on identifying companies that have specific characteristics. Our goal is to find the best companies selling at attractive valuations and to hold them long term for maximum price appreciation.
Following are the five key company characteristics we consider.
Strong Financial Position
Growing revenues and earnings, strong balance sheets, and positive cash flow.
Dividend Characterisitics (When applicable)
A history of paying and potentiallly increasing dividends, reflecting financial strength and shareholder return focus.
Shareholder-Oriented Management
Experienced leadership with prudent capital allocation and alignment with shareholder interests.
Sustainable Business Model
Durable revenue drivers supported by competitive positioning and favorable industry trends.
Attractive Valuation
Securities are evaluated relative to intrinsic value, with target pricing that incorporates a margin of safety.
Technical Confirmtion
Technical factors are used alongside fundamental analysis to guide timing decisions.
Performance Monitoring
Nollenberger McCullough uses an independent performance measurement service which provides performance measurement and monitoring services for each client’s account. Additionally, all of our custodians provide 24/7 viewing access which allows clients to view their accounts as they wish.
NollMac is proud to provide this monitoring service. You can be assured your investments are safe in our hands.