Specialties
The methodology that Edward McDonough and his associates use to determine our investment choices-equities, mutual funds or ETF's (exchange traded funds) is likely different than any that you may have seen in the industry. We utilize a one of a kind trend and stability analysis which was developed by our principal.
Combining an innovative methodology with highly sophisticated software, we calculate each of the investment choice's "trend score" and "stability score"; we rank analytically every stock, every mutual fund and every ETF. This helps us to find sound investments with excellent risk control. Once we have determined what we believe to be the top choices, each is then screened for fundamentals, news, earning releases and sector strength. Suitability to each investor's profile is the next determining factor in considering an investment. Then and only then, do we make our recommendations. Also, we run these analyses on a continuous basis, so our recommendations are based on real-time data and are constantly updated enabling us to adjust with the market's inevitable trend changes.
History
Established in 1999.
Edward A. McDonough BSME, MBA, CFP® specializes in helping high net worth individuals accumulate and preserve wealth. He has been working with clients and investments since 1987. His daughter Shannon McDonough, joined the firm in 2020, creating a multigenerational advisory approach with the goal to service clients long term.
Independent Registered Investment Adviser
Custodians: Charles Schwab & Co| Fidelity Investments
Securities Offered Through Osaic Wealth, Inc | Member FINRA/SIPC
Advisory services offered through McDonough Capital Management
McDonough Capital Management is not affiliated with Osaic Wealth, Inc
Meet the Business Owner: Edward M.
Ed is a Certified Financial Planner. He graduated from Lehigh University in Bethlehem Pennsylvania with a Bachelor of Science degree in Mechanical Engineering. Upon graduation, he worked as a Petroleum Field Engineer in Texas for Schlumberger Well Services before deciding to return to Lehigh for his Masters in Business Administration. Ed, a deans list student, completed his MBA in Finance and landed a job selling computer hardware and software for IBM to Dupont, Inc. in Wilmington Delaware. After three exciting years at IBM, Ed decided to start an investment career with Smith Barney in Orlando Florida. Ed then completed his Certified Financial Planning licensing and grew his Financial planning business diligently for the next 12 years. In 1999, Ed sought independence and established McDonough Capital Management, in Orlando.
