Investment Principles

We work very hard to do our best for our clients.

We are not a marketer of financial products. Rather, we have chosen to try to seek out suitable and attractive investments for our clients. We do this by performing much of our own investment analysis.

For over 48 years,

McGuire has served clients using experience, tools, and talents developed over many investment cycles. Technical and Fundamental analysis, market sentiment analysis, and quantitative analysis are some of the tools employed to invest to the best of our ability.

We have four rules of investing:


Buy investments when they represent value.


Diversify the portfolio to help spread risk.


Hold for the long-term – usually 3, 5, 7 or more years.


We do not focus on the short-term.

Diversification does not ensure a profit or protect against a loss in a down market.