Why We’re Not Afraid Of Engineers


When I go to events with other advisors to share our stories and learn from the greatest minds in finance, the same question keeps coming up…’What are our “type” of clients?’ Some will say doctors, dentists or business owners. I say The McClelland Financial Group attracts many engineers.

Engineers by nature are curious, detail oriented individuals who like to know how everything works. They also like to have things explained to them in a clear and concise manner. Many advisors stay away from engineers because of these types of personality traits. These advisors themselves do not understand how and why their methods work, and are therefore unable to communicate this to others. Many advisors are told by their company how to manage the clients money; end of story. This is where we stand apart from most advisors. We understand our methodology and are able to communicate it well. We do not follow, we lead.

My favorite question asked by many of our engineer clients is “Why do you manage the portfolios the way you do, and how does it work?” If you would like to know the answer, ask me and I would be more than happy to share. All of us at The McClelland Financial Group are passionate and believe in our investment strategy. We all have our investments in this strategy. We are not afraid of the details. No good advisor should be. Engineers love process and detail…so do we. If you don’t like details, we have no need to bore you with them but it is our job to understand them just in case you ask.

Another great thing that attracts Engineers is our positive outlook and belief that the world works. Engineers are the same. They tend to be optimistic about the future. They understand the relationship between risk and return. They understand the importance of a plan. They believe in efficiency…so do we.

If you know of any engineers, and for that matter anyone else, who feels their advisor should better understand how their clients are invested please let them know we exist and we would love to tell them our story.

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