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Disclosure

Investment Advisory Services


McCarthy Asset Management, Inc (MAM) provides clients with the peace of mind that comes from knowing professionals are managing their investments. People can focus on the enjoyment of life, rather than spending a lot of time and worry managing their investments. MAM creates and manages customized investment portfolios based on each client’s investment objectives, timeframe and risk tolerance.

MAM communicates with clients through quarterly statements of portfolio performance, as well as a quarterly newsletter and monthly commentary on the investment environment and any resulting changes in MAM’s investment strategy. All portfolios are reviewed and adjusted at least twice per year to reflect any changes in MAM’s investment strategy and the stock market environment.



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