 
McNary Investments is a Registered Investment Advisor located in San Diego, California. Its founder, Mark McNary, began his career in finance working with renown economist Arthur Laffer in 1991. In the late 1990s Mark worked as Chief Economist for Alpha Investment Management. From 1999 to 2001 he was a portfolio manager at Santa Barbara Asset Management.
Mark McNary has taught economics at the college level and has a M.A. in economics from San Diego State University and has completed Ph.D. coursework in economics at the University of California, Santa Barbara.
1. McNary Investments utilizes an investment approach based on the latest academic understanding and real world experience.
2. Clients have access to low cost institutional funds:
The numbers in the table below management fees.
|
Average Fund (%) |
DFA Institutional (%) |
| US Large Cap |
1.27 |
0.15 |
| US Small Cap |
1.49 |
0.42 |
| Int'l Large Cap |
1.69 |
0.43 |
| Int'l Small Cap |
1.58 |
0.71 |
| Emerging Markets |
2.11 |
0.77 |
3. Accounts that are under the supervision of McNary Investments are monitored continually.
4. McNary Investments is a fee-only advisor. We receive no compensation from any other company
to promote their products.
5. Clients maintain direct online access to their account.
6. Each investment portfolio is managed according to an investment program designed with the
client's specific
circumstances in mind.
McNary Investments
120 C Ave Suite 170
Coronado, CA 92118
Phone: (619) 554-1326
Fax: (619) 554-1399
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