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Trust – The Key to Seven Decades of Service
So much has changed in the last 70 years . Even amidst all that change , one thing has remained steadfast – the McNamara family ’ s focus on their clients . Their approach is simple yet incredibly impactful .
“ Markets are unpredictable ,” said Dennis McNamara , executive vice president / investments and financial advisor at The McNamara Investment Group . “ Communication with your advisor shouldn ’ t be .”
Markets have been especially unpredictable in the last two years . 2020 saw the longest bull market in history quickly turn to a recession ( ultimately the shortest on record ) during the height of the COVID-19 pandemic .
So far this year , concerns over inflation and the war in Ukraine have caused market volatility to spike . Despite this uptick in volatility , clients of The McNamara Investment Group have found comfort in their advisors ’ approach .
“ For our team , the top priority has always been to be proactive ,” Ryan McNamara , a financial advisor with the team , said . “ During March 2020 , we would call two dozen clients a day just to see how they were handling things . It gave us the ability to help calm their fears and to plan , as best we could , for any upcoming needs .
“ Clients still tell us to this day how much they appreciate the work we did during that time .”
The McNamara Investment Group ’ s approach has been a central philosophy going back to the 1950s , to Dennis ’ father , Robert McNamara Sr ., who worked in the financial services industry for 40 years . Dennis
The three generations of McNamara advisors . Left to right : Ryan , Robert Sr . ( pictured on wall ) and Dennis .
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