Mcdonald Capital Investors Inc

McDonald Capital Investors, Inc. is an independent investment firm established in 1981 by Drew McDonald, specializing in providing discretionary advisory services for client portfolios with an equity-only or balanced approach. The firm's investment philosophy focuses on acquiring interests in well-managed, growing businesses undervalued by the market. Drew and Trent McDonald, the firm's principals, have a hands-on approach to investment decisions and manage client portfolios alongside their personal accounts. The firm charges management fees based on a tiered schedule, with accounts under $3 million assessed a 1% annual fee, and larger accounts charged lower percentages. Performance-based fees are considered for qualified clients on a case-by-case basis. McDonald Capital Investors has assets under management totaling $1.4 billion as of December 31, 2022. The firm operates as a fiduciary, acting in the best interests of clients, with a strong emphasis on ethical conduct, transparency, and client alignment. Clients have the option to impose specific security restrictions or mandates, and the firm tailors non-investment services to individual client needs. McDonald Capital Investors does not participate in wrap fee programs and has a minimum account size of $5 million. The firm's investment strategies are based on a value-oriented approach, with a focus on capital preservation and long-term growth. Clients receive quarterly written reports, and the firm conducts ongoing reviews of client accounts to ensure appropriate asset allocation and performance. McDonald Capital Investors does not accept compensation for the sale of securities or engage in directed brokerage practices. The firm votes proxies for the majority of clients and has established procedures to mitigate conflicts of interest. McDonald Capital Investors is committed to providing superior investment management while maintaining the highest ethical standards and transparency for its clients.