Robert McMahan

Background

About Robert McMahan

The McMahan Moran Group has a distinguished history in the investment consulting business in Tennessee. They deliver an open-architecture investment platform that combines innovative investment consulting ideas with access to some of the best private and public money managers in the world. Working with clients in the U.S. and abroad, the McMahan Group strives to deliver excellent service and ongoing financial consulting, with an emphasis on personal attention to clients.* Clientele is comprised of retirement plans, affluent families, corporate executives, and successful business owners who value a comprehensive financial approach.* Working closely with the Managed Solutions Group, the McMahan Group's focus is on advising clients in the areas of asset allocation guidelines, manager identification and performance evaluation.* The McMahan Moran Group has experience in assisting high-net-worth clients with private money management, concentrated stock strategies and retirement & estate planning issues.*Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.