Mcallister Capital Management

McAllister Capital Management, established in 1995 by Lyle L. McAllister, Jr., offers tailored investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, and corporations. The firm's disciplined Investment Management Process involves identifying client goals, determining asset allocation, selecting appropriate managers through no-load mutual funds and exchange-traded funds, continuous performance monitoring, and periodic portfolio rebalancing. With assets under management totaling approximately $260,842,817 as of 12/31/2024, McAllister Capital Management operates on a fee-only basis, charging fees based on a percentage of client assets under management. The fee schedule ranges from 0.0100% to 0.0025% based on asset levels, charged pro-rata quarterly in advance. The firm emphasizes a fiduciary obligation to clients, avoiding conflicts of interest by not accepting fees or commissions from financial institutions. Clients have investment discretion, and the firm manages assets on a discretionary basis. McAllister Capital Management primarily utilizes no-load mutual funds and exchange-traded funds, conducting fund analysis using sources like Morningstar and Lipper Analytical. The firm's investment philosophy focuses on risk management, educating clients on various types of risk, and emphasizing the importance of proper portfolio management and diversification techniques. The firm has a clean disciplinary record, with no complaints against Lyle L. McAllister, Jr. or the firm in over 38 years in the industry.