Advisory Services

We offer stocks/bonds and mutual funds and financial planning services to place orders on behalf of retail and institutional clients that hold accounts with McDonnaugh Securities LLC. Additionally, other packaged product may be offered (ie: Mutual funds, Annuities, Riet etc.) or a large order of securities. We at McDonnaugh Securities are currently acquiring all the appropriate licenses so that the business can act in a multifaceted capacity when it comes to placing stock/bond trades, mutual fund purchases, and options trades along with alternative investments on behalf of its clients.

Institutional client benefits include:

  • Liquidity quality metrics
  • Order transparency
  • Order flow analytics
  • Proprietary research and algorithms

Retail Client benefits include:

  • Proprietary analytics and models
  • A next generation approach to modeling portfolios (including stress test)
  • Capital market specialist with depth of resources
  • Continual enhancement of models, analytics, and system’s

Investment Advisory Services

Our investment advisory services are provided to clients that are seeking to effectively have a well-balanced portfolio that mitigates risk and provides above market average returns for its investors. McDonnaugh Securities LLC offers affiliate AIM Advisory services a Registered Investment Advisor (RIA). Our suite of products includes advisor managed and professionally managed accounts. We offer proprietary and non-proprietary approach to a wide choice of advisory services and solution including:

Open architecture advisor managed programs where you have the ability to create custom portfolios for your clients.

Selling agreements with numerous third-party managers giving access to some of the most dynamic money management talent in the industry.

Sub-advised accounts are provided with assistance where needed

Financial planning you have the flexibility to create financial plans that can be implemented hourly or planning agreements providing services for a flat fee.

Proprietary products for High-net-worth clients

Accredited investor programs include, Separately managed accounts, Hedge funds and Alternative investment products.

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