MCCALL ASSET IS NOT ENDORSED , SPONSORED BY OR AFFILIATED WITH ANY COMPANY OR ANY COMPANY'S BENEFITS PLAN
We are a Private Client Relationship Manager working with individuals and businesses on investment management and financial planning.
We are a local Idaho based family office. While our relationships extend across the US , the CIO Brian Stoll is a resident of McCall who deeply enjoys working with and appreciates the environment and people of Idaho.
Conventional financial planning has and continues to be a typical
stock/ bond generic asset allocation mix, based on age/risk weighting that relies on periodic re-balancing. This approach works under the condition that both stock and bond markets continue going up in perpetuity.
McCall Asset Management understands that such an approach has numerous critical and obvious flaws that can result in significant damage to one's nest egg often at the least affordable times.
To far better serve a clients current and longer term bottom line, we apply a market based statistical risk/reward metric to increase equity or fixed income exposure at higher probabilities of success and reduce equity fixed income exposure at levels of over valuation.
Within that approach , McCall Asset uses individual stocks, bonds and sector specific focused ETFs that go well beyond the conventional "cookie cutter" asset allocation approach to create a portfolio of superior construction designed around an individuals preference. We then monitor and manage that nest egg on a continual daily basis at the individual level.
If you have questions about the opportunities available to you in our programs, feel free to send us a message. We will get back to you as soon as possible.
Monday - Friday: 7:30am - 6pm
Saturday - Sunday: Closed
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McCall Asset Management
McCall Asset Management
McCall Asset Management
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