McDonald Capital Management Information

McDonald Capital Management (MCM) is an independent Registered Investment Advisory (RIA) firm based in Lubbock, Texas with an office in Austin, Texas. Some key highlights: • Founded in 1990 in Lubbock, Texas by Eric C. McDonald, CFA • Fee-only firm registered with the Securities & Exchange Commission (SEC) • Currently have approximately $170 Million in assets under management • Experienced Team of Professionals • Conservative yet opportunistic philosophy characterized by a diligent, disciplined process • A strong focus on internal research and analysis • Proven track record of service and investment management Who We Serve • Private clients, including families, trusts, and estates • Endowments, Foundations and other Non-profit entities • Retirement Plans • Corporations and Business Interests Our Purpose Founded in 1990, MCM serves as a trusted partner to our clients, managing equity, fixed income and balanced portfolios according to comprehensive investment policies based on each client’s unique investment goals, objectives and constraints - with a realistic view of the current market environment. Our Mission The mission of McDonald Capital Management is to help our clients achieve their investment goals and objectives based on a thorough understanding of their specific financial circumstances. We will utilize patience, prudence and skill in carrying out our fiduciary responsibility, and we will create an environment promoting strong ethical behavior, active dialogue with our clients, as well as timely and effective communication. Core Values • We always place the interests of our Clients first • We approach our duty with the highest ethical standards • We exercise independence and objectivity in our judgment • We emphasize integrity, diligence and rigor in our process • We listen, analyze, and utilize available resources to create solutions which maximize value • We invest in our clients, in our staff and in our community