McMillen & Company Capital Management
  • Home
  • About
    • Team
    • Office
  • Method
    • Plan
    • Model
    • Analyze
    • Monitor
  • We Can Do This

PLAN

Is your money managed under a written plan? 
Were your investments chosen to fulfill your plan?
Have you accomplished your goals?

If you can't answer "yes" to the first two, the last answer is "no."

At McMillen & Company we help you define your needs, your wants and what to do about both. We show you how to evaluate risk and reward in a mathematical framework that allows you to make a disciplined decision.

We can help you get to a specific financial objective on the horizon, like retirement, or to build a legacy that may endure for generations. 

Whatever the objective, we establish investment policies that are clear, methodical and realistic.

Discipline can overcome emotion. And discipline begins with a plan.
Picture
Picture
Needs and Wants: Establish specific and overall objectives
Time Horizon: Timeline is part of understanding risk
Picture
Picture
Risk Tolerance: Quantify your risk tolerance. Understand the probabilities.
Contingencies: Protect yourself from unforeseen challenges.


Previous     Next

McMillen & Company Inc.

Office
Contact Us
About Us
Privacy Statement

DISCLAIMER:

This website is for informational purposes only and does not constitute a complete description of McMillen & Company’s investment services or performance. This website is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS
OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY “LINKED” WEBSITE. 

McMillen & Company, Inc. dba McMillen & Company Capital Management is a registered investment adviser in the States of Idaho and Washington. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.
 

Copyright 2020 | McMillen & Company