Patrick McClain

Provides wealth management, financial, tax, estate planning and insurance services

Functions as a College/University

Provides reverse mortgage lending services

Allworth Financial employs a strategic asset allocation approach to investment management. Their investment strategies are designed to deliver a customized mix of mutual funds, ETFs and other investment products to match both the risk tolerance and performance goals of the clients.

Hanson McClain Strategic Advisors' (HMSA) structured investment process focuses on both macro-economic factors and internal active manager research. The firm's Conservative Portfolio is designed for investors seeking to position the portfolio with an income-first objective as well as a conservative growth objective. Reducing risk is a higher priority than growth potential. This portfolio is consistent with investors with a time horizon longer than three years. The Hanson McClain Strategic Advisors Moderate Conservative Portfolio is designed for investors seeking to position the portfolio more conservatively for income while maintaining a longer-term moderate growth component. This portfolio is consistent with investors with a time horizon longer than four years. The Hanson McClain Strategic Advisors Balanced Portfolio is designed for investors seeking to balance longer-term growth and income needs. This portfolio is consistent with investors with a time horizon longer than five years. The Hanson McClain Strategic Advisors Growth and Income Portfolio is designed for investors seeking longer-term growth, with a reduced level of volatility. This portfolio is consistent with investors with a time horizon longer than five years. The Hanson McClain Strategic Advisors Growth Portfolio is designed for investors seeking longer-term growth, but are willing to assume a higher level of risk with lower volatility than a traditional buy and hold growth-oriented portfolio. This portfolio is consistent with investors with a time horizon longer than five years. The Hanson McClain Strategic Advisors Aggressive Growth Portfolio is designed for investors who are willing to assume a higher level of risk in exchange for the potential of greater long-term returns. This portfolio is consistent with investors with a time horizon longer than six years.

Provides end-to-end property information, decision analytics, and due diligence solutions for the commercial real estate ecosystem