Mcdonough Capital Management, Inc.

McDonough Capital Management, Inc. (MCM) is a registered investment adviser founded in 1999 and registered since 2008. Specializing in personalized investment advisory services, MCM caters to individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, with a focus on the medical industry. All assets managed by MCM are on a discretionary basis, with total assets under management of $205,800,640 as of December 31, 2024. The firm offers financial planning services at an hourly rate of $250, tailored to individual needs and goals. For managed accounts, MCM charges an annualized fee based on a blended fee schedule, ranging from 1.50% to 0.75% of assets under management. Clients generally have a minimum account requirement of $250,000, which may be waived based on potential asset growth. Investment strategies include active trend-following and tactical asset allocation, with a focus on active and passive equities, mutual funds, and ETFs. MCM exercises discretionary authority for trading and offers limited power of attorney for executing trades. The firm does not engage in performance-based fees or side-by-side management practices. Clients receive quarterly account statements and performance reports, ensuring transparency and accountability in their investment portfolios. MCM upholds a strict Code of Ethics, ensuring compliance with laws and regulations and prioritizing client interests. The firm does not vote proxies or provide advice on class action litigation, maintaining a client-centric approach to investment management. MCM's privacy policy emphasizes confidentiality and secure handling of client information, with no disclosure to third parties except as required by law or for business purposes.