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Our clients are high-net-worth individuals who’ve worked hard & done well.
We know they expect the same focus and dedication from us.

We understand that clients want to minimize the volatility of their portfolios — and still earn a reasonable rate of return. Accordingly, our clients’ portfolios are built on a targeted blend of cash, bonds, preferred shares, globally-selected dividend and non-dividend equities and new market-alternative investments.

We offer these flexible solutions because we understand our clients’ needs. That’s why we maintain our own outstanding research team. We’re committed to doing the research, analysis and independent thinking that make the difference. We’re committed to being as good at what we do as our clients are in their fields.

At McLean & Partners, clients are the core and focus of our business. We believe it is important to invest our time and energy in building a personal relationship with you that will support ongoing professional guidance as your needs and goals change.

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Market Intelligence: You Can Have Too Much Energy
Market Intelligence: You Can Have Too Much Energy

With the recent movement in the energy sector, numerous investors are questioning their current portfolio. In this Market Intelligence, we discuss the three things that are useful to look at when thinking about performance of an investment portfolio. [click here to read more]

Market Intelligence: An Investment Case Study
Market Intelligence: An Investment Case Study

In this Market Intelligence, we discuss how we apply our investment philosophy and insights to a company that we hold in our portfolio. The company in question is a household name globally, but few people (even investors) know it well. [click here to read more]