Investment Management

At McDonough Capital Management, we understand that your investments represent something deeply personal: your family's security, your retirement dreams, and the legacy you hope to leave behind. When considering the future and the work that your money can do for you, selecting the right investment strategy can feel challenging. Our Investment Management approach in Orlando focuses on building portfolios that align with your unique goals and help you confidently move forward with your financial plans.

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Investment Philosophy Built on Trust

As fiduciary investment advisors in Orlando, we're legally bound to put your interests above our own. This commitment shapes everything we do:

We create diversified portfolios based on sound financial principles
We focus on long-term growth while managing short-term volatility
We maintain transparency about fees and investment decisions
We regularly review and adjust your strategy as your life evolves

When selecting managed investments for your portfolio, we examine crucial factors including:

Style consistency

Organizational stability

Performance relative to peers

Risk-adjusted returns

Expense ratios compared to similar investments

Track record and regulatory oversight

Active vs. Passive Investment Strategies

One fundamental choice that often makes a significant difference in portfolio performance is deciding between active and passive investment approaches. The market climate plays a crucial role in determining which strategy will serve you best.

Passive Investments mirror market benchmarks like the S&P 500, offering predictability and assurance that your investments will match the index returns. You'll always know what you own, though these investments won't outperform their benchmarks and may face challenges in sideways or declining markets.
Active Investments aim to exceed benchmarks by capitalizing on economic trends affecting specific market sectors. This approach strategically adjusts allocations to potentially achieve better overall returns. While the benefits of well-timed active investments can be substantial, success requires sophisticated analytics and deep market knowledge.

Our Custodian Relationship

McDonough Capital Management works with Charles Schwab as our primary custodian, providing our clients with the security of knowing their assets are held with a respected financial institution. As an independent Registered Investment Advisor (RIA), we're not limited to proprietary products, giving us the freedom to select the most appropriate investments for your specific situation.

A Range of Investment Options

When working with our Orlando investment advisors, you'll discover numerous investment vehicles to consider:

Cash instruments
Property investments
Bonds
Equities
Mutual funds
Annuities

Each option comes with different features, advantages, and risk levels. A strong investment plan often includes a variety of these options, carefully selected based on your:

Financial goals
Personal objectives
Risk tolerance
Time horizon

Our comprehensive software solutions allow us to personalize our approach specifically for you and your family.

Frequently Asked Questions

How often will my investment portfolio be reviewed?

We conduct formal portfolio reviews quarterly, with additional reviews during significant market events or when your personal circumstances change. You'll always have access to your advisor for questions between scheduled reviews.

What makes McDonough Capital Management different from other investment advisors in Orlando?

As a fiduciary advisor, we're legally bound to act in your best interest. Our independence means we can select from a wide range of investment options without pressure to promote proprietary products. We combine this freedom with a deeply personal approach, taking time to understand your unique goals before making recommendations.

How are your fees structured?

We believe in transparent fee structures. Our investment management services typically use an asset-based fee model, meaning we succeed when your investments grow. During our initial consultation, we'll provide a clear breakdown of all fees associated with our services.

What are some of the types of people you work with?
While we work with people in many different situations, we are experienced with the specific needs of Financial Planning for Aerospace, Electrical, and Mechanical Engineers.

Take the First Step

Contact Us Today

Financial clarity begins with a conversation. Schedule a consultation with our investment management team and discover how McDonough Capital Management can help you build a more confident financial future.