Mcalister, Sweet & Associates, Inc.

McAlister, Sweet & Associates, Inc. is a registered investment adviser specializing in financial planning and portfolio management services for individuals and small businesses. Established in 2010 and registered since November 2017, the firm manages approximately $205 million in assets under management, offering advice on various investment products including equities, securities, options, and government securities. Clients are charged advisory fees of up to 1% of assets under management, payable quarterly. The firm follows a disciplined investment approach, utilizing security analysis methods such as charting, fundamental and technical analysis, and cyclical analysis. Investment strategies include long-term and short-term purchases, trading, option writing, and alternative investments. McAlister, Sweet & Associates, Inc. acts as a fiduciary for retirement accounts, providing advice in the best interest of clients. The firm does not charge performance-based fees or engage in side-by-side management. Clients include individuals, families, and high net worth individuals, with no minimum net worth requirement. The firm does not vote client securities proxies and does not have custody of client assets. Clients receive quarterly account reviews and statements, with trade errors promptly addressed. The firm does not vote proxies on behalf of clients and does not have custody of client assets.