Brokerage Services for Retail Investors
McDonnaugh Securities provides brokerage services for professionals, retirees, small business owners, and other retail investors seeking guided access to the financial markets.
Many clients prefer a more active approach to investing and value the ability to discuss opportunities, ask questions, and execute trades with a knowledgeable professional than navigating self-directed online trading platforms on their own.
Securities Trading
McDonnaugh Securities helps clients buy and sell securities across a range of traditional investments including:
Stocks
Bonds
Mutual Funds
ETFs
These investments can be used individually or together as part of a broader portfolio strategy depending on an investor’s financial goals, time horizon, and risk tolerance.
How the Brokerage Relationship Works
Opening a brokerage relationship with McDonnaugh Securities is designed to be straightforward and flexible.
Getting to Know You
Every relationship begins with a conversation. We take time to understand your financial situation, investment goals, time horizon, and comfort with risk so that any recommendations are suitable for your circumstances.Opening the Account
Clients then open a brokerage account through the firm, where securities transactions can be executed and held through our clearing partner, Velocity Clearing.Discussing Investment Opportunities
Clients can contact us to discuss potential investments, market developments, or questions related to securities trading.Executing Trades
When clients decide to buy or sell securities, trades can be executed with the support of the firm, providing both market access and professional perspective.Ongoing Relationship
Many clients maintain an ongoing brokerage relationship, periodically reviewing their portfolios and discussing opportunities as market conditions evolve.