Portfolio Management

McLean Capital is an investment firm that seeks the highest quality investments. Based on the principles of Warren Buffett, we invest with a fundamentals-driven approach.

Performance Since 2012

$250,000 invested in 2012

Worth $1,300,000 in January 2026.

Annualized return of 13% including fees. Standard portfolio with our average fees. Past returns are not indicative of future returns.

Our Philosophy

Focusing on the quality of your portfolio

We build clear and disciplined investment strategies, tailored to your reality. Our approach is inspired by the proven principles of Warren Buffett and Benjamin Graham: investing in quality businesses, purchased at a reasonable price, with a margin of safety.

The stock market is not a casino. It is an intermediary that allows us to buy shares in real, tangible businesses. If we can determine the value of a business and buy it below that value, we can maintain a margin of safety and achieve better returns.

« When portfolios become too large, the approach becomes standardized. With us, every decision is made to create real value for you. »

Proximity

Every client matters. We support you with a personalized, close relationship.

Integrity

Honesty and integrity are at the heart of our mission and essential to economic success.

Quality

Solid and stable long-term returns, grounded in strong economic fundamentals.

Our Services

We develop a plan for our clients

Our services are designed for those who want to invest wisely and build their financial future.

Build Wealth

Establish a plan to build your long-term wealth. Invest with a different approach based on fundamental investment principles.

For Retirement

Assess your financial position relative to your retirement goals or needs. We can provide you with recurring income from your assets invested with us.

Diversify Your Assets

We offer different portfolios. This can provide you with interesting diversification compared to the rest of your assets and the market in general.

Account Types