Portfolio Management
Active portfolio management focused on long-term appreciation.
McPherson & Mayberry Personal Wealth Management
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About McPherson & Mayberry Personal Wealth Management
The firm provides active portfolio management and investment strategies for individuals, businesses, endowments, retirement plans, and trusts. Its services include planning for retirement income, estate preservation, tax efficiency, and long-term wealth creation. ETF Tactical Portfolios use exchange-traded funds and sector allocation guided by relative strength, rather than selecting individual stocks; performance reporting is provided for these portfolios. McPherson & Mayberry also works with clients to identify investment solutions aligned with their goals and objectives. Its approach incorporates wealth creation, wealth preservation, and planning into long-term investment strategies. The firm is based in Dallas, Texas, and serves clients through two offices in the Dallas area.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
Representative photos. Illustrative images for this category, not photos of McPherson & Mayberry Personal Wealth Management and not provided by the business.
Highlights
ETF Tactical Portfolios
Uses ETFs and relative strength for sector allocation.
Wealth Planning
Strategies address retirement income, estate preservation, and tax eff
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