Jackson D. Breaks

McGlinn Capital Management manages accounts as a team, utilizing a top-down approach. Their equity process allocates assets to sectors that they perceive to have the greatest probability of outperforming the market as a whole and diminishes exposure to market sectors deemed either to be higher risk or lower reward. The firm then establishes target returns; and once achieved, they rotate assets elsewhere using the same process. McGlinn's client portfolios typically differ from the performance benchmark in terms of sector and industry weightings (e.g., S&P 500 and Russell 1000 Value indexes). Their equity process is comprised of three phases: top-down economic, business and financial. McGlinn's fixed income portfolios utilize a risk-adjusted, income-based approach that blends top-down and bottom-up fundamentals and analytical tools. The firm seeks to enhance value through fundamental analysis of financial and economic conditions. They also add value through duration and segment (overweight/underweight) calls, statistical analysis and centralized decision making.

Provides wealth management, securities trading and sales, corporate finance and investment banking services