McShane Partners

McShane Partners is a comprehensive, fee-only registered investment advisory (RIA) based in Charlotte, North Carolina. Founded in 1985, the firm employs 12 individuals and generates revenue exceeding $10,000. McShane Partners provides a wide range of personalized wealth management solutions tailored to the individual needs and goals of its clients. These services include investment management, wealth advisory, and financial planning. The firm's comprehensive approach encompasses strategic and tactical portfolio management, manager selection and monitoring, risk management, alternative investment research, charitable planning, trust and estate planning, retirement planning, tax coordination and planning, insurance planning and analysis, generational wealth transfers, and divorce planning. The firm distinguishes itself through its in-house investment team, which develops proprietary investment research based on a combination of global macroeconomic issues, sector and industry trends, technical analysis, and risk management. This in-depth research aims to deliver potential for improved risk-adjusted performance for each client. Additionally, McShane Partners boasts a team of experienced associates holding relevant credentials such as Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA), ensuring clients receive expert advice and solutions. For more information, visit McShane Partners' website at mcshanepartners.com.