About Us
Independent
We are locally owned with 35 years of experience serving the portfolio management needs of our clients located not only here in the Miami Valley, but also across the United States.
Fiduciary
As a state-registered investment advisor, we are held to a fiduciary standard. The standard of care under which we operate requires our advice to be provided in the best interest of our clients which includes the disclosure of possible conflicts of interest. We also believe the principles of transparency, accountability and trust should be part of this standard of care.
Fee-Based
As an independent Registered Investment Advisory Firm, we are compensated 100% by fees paid by our clients for investment advisory services. We do not receive commissions or earn compensation by selling financial or insurance products and services.
Process-Oriented
Our aim is to not only help our clients achieve their financial future, but also side-step the market’s worse punches. To assist us in this objective we use systems-thinking to establish a process for investing clients’ money. This 5-step process ranges from investment setup conditions to desired asymmetrical risk-to-reward parameters and risk-based position sizing.
Value-Conscious
Our mission is portfolio management with a difference. Our systems-thinking allows us to keep portfolio management in-house and maintain a low-cost structure for our clients.
Our Team
Micah McCollum
Brittney Gladman
Brittney Gladman
Managing Principal
Brittney Gladman
Brittney Gladman
Brittney Gladman
Client Service Manager
Contact Us
Get Started Today
Reach out with any questions or to set up a meeting to talk about our process in managing your portfolio.
McCollum Investment Advisors
8087 Washington Village Drive, Dayton, Ohio 45458, Suite 110
Office Hours
Monday - Friday: 8:30am - 4pm
*Office Hours are by appointment only
Disclosures
Intellinomics, LLC dba McCollum Investment Advisors ("MI") is an investment adviser located in Dayton, Ohio and registered with the State of Ohio and other state(s) where such registration is required. Registration with a state does not constitute an endorsement of MI by the securities regulator of that state, nor does it indicate that MI has attained a particular level of skill or ability. MI may only transact business in states where it is properly registered or is excluded or exempted from registration requirements. This website is limited to the dissemination of general information pertaining to MI's investment advisory services. The information contained herein is not intended to be personal investment advice or a solicitation to engage in a particular investment strategy. All investments and investment strategies involve risk.