On a mission to ENHANCE your existing investment process by providing the benefits of a full research team at a fraction of the cost
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I am happy to invite you to join the exclusive McLean Family Office investment research membership program. Our process has served our family well for 43+ years and we trust it will meet your needs.
The Investment research & recommendations in our service offering mirror our family’s investment strategy. Trade ideas flow in real-time and reflect a true skin-in-the-game perspective, a differentiator in today’s investment industry.
Identifying and Investing in Proven Compounders of Capital:
Consistent, Visible, Growing, and Recurring Cash Flows | Reasonably Priced | Well Financed
Broad universe of stocks is filtered through our quantitative screening and ranking models.
Potential compounders are reviewed through our comprehensive fundamental research process. We invest only in the stars.
We monitor the portfolio diligently, preserving capital. We apply a disciplined mindset, knowing when to hold ‘em or fold ‘em.
Consistent & repeatable investment process that beats the market
Varying level of access to our investment team based on your needs
Bottom-up approach supported by leading macroeconomic research
Exclusive access to our complete investment portfolio
Methodology developed over 43+ years through various market cycles
Trade ideas flow in real-time with buy and sell alerts
Our investment research offering stands out amongst the competition
Phone: 403-616-8638
Email: team_mfo@mcleanresearch.ca
Suite 1900, 350-7th Avenue SW,
Calgary, AB T2P 3N9