Investment Research Services
Every Investment Earns Its Place in Your Plan
McCabe & Associates researches each opportunity against your full financial picture, so the investments you hold are the ones that belong there.
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The Real Risk
Where Investment Decisions Go Wrong
Strong returns rarely come from chasing the hottest position. They come from knowing why you own what you own, and that requires research most people never have time to do.
Buying the Story, Not the Substance
A good pitch is not a good investment. Without independent research, it is easy to buy the narrative and inherit risk you never priced in.
Holdings That No Longer Fit
Portfolios drift. A position that made sense five years ago can quietly work against your goals today if no one is reviewing the reasoning behind it.
Research Done in Isolation
An investment that looks strong on its own can still be wrong for you. Research that ignores your tax situation, income needs, and timeline misses what matters most.
What We Do
Investment Research Services
A research process built to test every opportunity against your goals before it ever reaches your portfolio.
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Independent Due Diligence
We research each opportunity on its own merits, looking past the pitch to the fundamentals, the costs, and the risks you would actually carry.
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Fit Against Your Full Plan
We evaluate every investment in the context of your taxes, income needs, and timeline, not in isolation, so it works with the rest of your plan rather than against it.
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Ongoing Position Review
We revisit the reasoning behind what you hold, so a position that no longer fits gets flagged before it costs you.
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Risk and Cost Analysis
We look closely at fees, tax drag, and downside exposure, the quiet factors that erode returns long before a market does.
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Plain-Language Findings
We tell you what we found and what it means for you, in language you can act on, so you are never asked to trust a recommendation you do not understand.
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Let's Discuss Your Investment Research Needs
Using our virtual family office, you can meet with our advisors from the comfort of your own home while receiving the same level of service you deserve.
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The McCabe Difference
What Makes Our Firm Stand Out
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We research every investment against your full financial picture, not in isolation.
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We coordinate directly with your accountant so tax consequences are priced in.
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We use third-party platforms like Y-Charts to get independent, unbiased analyses of your investment choices.
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We tell you what we found in plain language, not jargon.
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We recognize investments are not just stocks and bonds. Homes, cars, and rental real estate are investments too. We talk through these items with you as well.
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Our clients trust us to handle $1.15B in assets (as of 6/30/2026)
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Investment Research Resources
Articles and tools to help you think through how your investments are chosen, monitored, and kept on track.
Featured Resource
The Interactive Wealth Bridge
Walk through how a coordinated investment process fits into a lifetime financial plan.
Explore the Wealth Bridge
Investment Research Articles
Managing Risk in Your Portfolio
How we think about identifying and managing portfolio risk through every market cycle.
Read articleBreaking Down Diversification
Why spreading risk across the right mix matters more than picking winners.
Read articleLong-Term Investment Strategies
How a long view changes which investments are worth holding.
Read articleAudience Playbooks
The Business Owner's Exit Playbook
Succession, liquidity, and transfer planning for families whose wealth is tied to a business.
View playbookThe 5M Family Wealth Playbook
A planning roadmap for families managing wealth in the multimillion-dollar range.
View playbookFind Your Financial Footing After Loss
A clear path through the financial decisions that follow the loss of a partner.
View playbookQuestions
Frequently Asked Questions
How is your investment research different from what a brokerage provides?
Brokerage research is written for everyone. Ours is done for you. We weigh each opportunity against your tax situation, income needs, and timeline, so the conclusion reflects your plan rather than a general audience.
Do you research individual stocks, funds, or both?
We research whatever belongs in the conversation for your plan, from funds and ETFs to individual positions and more complex holdings. The goal is the right fit, not a fixed product list.
How often do you review the investments I already hold?
Regularly, and whenever something changes. A position that fit your plan a few years ago can drift out of line, so we revisit the reasoning behind what you own rather than letting it sit unexamined.
Do you coordinate with my accountant on tax consequences?
Yes. Investment decisions affect your tax plan, so we coordinate with your accountant to price in the tax consequences before a move is made, not after.
Can you work with me if my family lives across the country?
Yes. Through our virtual family office, we research, review, and meet with you wherever you are, with the same level of service as meeting in person.
Is investment research the only service you provide?
No. Research is one part of a coordinated plan. We also handle risk management, portfolio monitoring, tax planning, estate planning, and more, so the pieces work together instead of in isolation.
Direct Services
Investment Risk Management
Identify and mitigate portfolio risk through every market cycle.
Learn MorePortfolio Monitoring
Continuous oversight with proactive rebalancing strategies.
Learn MoreEducation Planning
Tax-efficient strategies to fund education without disrupting your plan.
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A sustainable income strategy for the retirement you've worked toward.
Learn MoreCharitable Planning
Maximize philanthropic impact while optimizing tax advantages.
Learn MoreGenerational Planning
Preserve and transfer wealth across generations with purpose.
Learn MoreOrganizing Your Plan
Bring clarity and structure to your complete financial picture.
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Tax Planning
Coordinate tax-smart strategies across your full plan year-round.
Learn MoreCybersecurity
Protect your financial accounts from evolving digital threats.
Learn MoreEstate Planning
Ensure your assets and legacy transfer exactly as intended.
Learn MoreInsurance Planning
Evaluate coverage gaps and optimize protection for your family.
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