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Juliet McClure
Business Name:
McClure Investment Management, LLC
Business Description:
Founded in 2001, McClure Investment Management is an investment advisory firm specializing in applying a disciplined value-investing strategy to identify quality companies trading below their intrinsic worth. Our approach combines rigorous fundamental research with a commitment to patience, prudence, and capital preservation. We primarily manage portfolios composed of equities and fixed-income investments, enabling us to balance growth opportunities with steady income and risk management. Whether helping clients build wealth, preserve capital, or navigate complex markets, we aim to deliver thoughtful, research-driven investment guidance grounded in integrity and long-term perspective.
How Business Creates Value:
McClure Investment Management creates value by working with clients in order to plan for the future. Our core value comes from the ability to determine the intrinsic value of companies and compare it to their market price. We are able to do this by avoiding the noise-driven, emotional behavior that often leads to market mispricing.
How Member Creates Value:
I have grown up in the San Gabriel Valley and built my network here for my entire life. Having two generations working alongside each other in business has given me a large and diverse network with people in all stages of life. My goal is to be a dependable resource for sound guidance and helpful introductions.

Contact Information

Phone
626-733-3091

Credentials

  • TEAM Member since 2025
  • Investment Advisor Representative, CRD#: 8171369
  • Bachelor's Degree

Interests

  • Hiking
  • Cooking
  • Reading
  • Gardening