About Us
Performance-Trust-Experience
Nollenberger McCullough believes in the adage of Performance-Trust-Experience.
Performance is essential, as your monies need to work hard for you. Nollenberger strives to have very strong market performance while taking less risk than the market overall.
Trust is crucial, as you need to have peace of mind and security.
Experience is imperative, as you need an expert who can successfully navigate through the financial waters. Bruce Nollenberger and Leon Waitrak have over 80 years of combined investment experience.
As a Registered Investment Advisory firm (RIA), Nollenberger McCullough is a highly-skilled and experienced investment manager. We work as a Fiduciary in managing your financial assets, and strive to take less risk than the market overall and still have excellent investment returns.
We believe communication is key, and are committed to delivering extraordinary client service while developing strong relationships with our clients.
Our Focus
We focus on what we do best, working with you, our discerning client, to build investment portfolios comprised of liquid assets. These include stocks, bonds, treasuries, fixed income, exchange-traded funds and REITs.
NollMac works with high-net-worth individuals, family offices, institutions, foundations, pension and retirement accounts, as well as public funds to help them maximize their returns.
We believe assurance of successful wealth formation in the capital markets requires a thoughtful analysis of both equity and interest rate markets. We recognize over time, that strategic diversification among markets is essential to achieve maximum long-term results.
While NollMac is best known for its skillfulness and proficiency in the equity markets, it has long served the taxable and tax-exempt fixed income needs of our clients as well. In reality, much of what drives our market outlook and investment decisions are determined by our view of global interest rates.
A Personal Approach
At Nollenberger McCullough we work, with each client to develop your personal portfolio and construct personalized investment solutions based on your goals and your tolerance for risk. We work with you to achieve the results you want and expect.
Clients assets are held with Charles Schwab Institutional or the custodian of the client’s choice. Since your portfolio is in your name, you can access your account 24/7.
Our experience runs deep, our Chief Investment Officers have successfully managed portfolios for over 80 combined years.
In Your Best Interest
As a Fiduciary, we are compensated as a fee-based advisor. This keeps your interests and our interest aligned. At Nollenberger McCullough we do not sell products or charge a commission.
Nollenberger McCullough uses an independent performance measurement service, which provides performance measurement and monitoring services for each client’s accounts. We are proud to provide this monitoring service. You can be assured your investments are safe in our hands.