About Us

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Our mission is to provide both personal service and flexible solutions that work no matter what your investment philosophy, resources, or stage of life. And when your life changes, we’re always ready to help you adjust your strategy to meet your new circumstances.

We believe it’s an approach that works not just for life, but for your life.

After 20 years of service with Morgan Stanley Smith Barney, James Minich and Jason MacGregor founded Minich MacGregor Wealth Management in 2009. What they recognized then and continue to realize today is that as registered investment advisors they can offer diversified solutions that make your money work harder, no matter what your goals, resources, or stage of life.

We subscribe to a relative strength approach to investing, here’s why:

First, it’s objective. Decisions to buy and sell are tied to an established, rigorously tested system based on business cycles. There’s never any emotion attached to the decisions we make.

Second, it’s adaptive, allowing you to buy what is performing and hold it until it is no longer performing acceptably. You’re never tied to yesterday’s great idea.

Finally, our research shows it works.

Numerous studies have revealed relative strength as a viable methodology designed to outperform the market over time. In fact, after rigorously testing what investment strategies work in the stock market, author James P. O’Shaughnessy What Works on Wall Street said this:“Relative strength is one of the criteria in all 10 of the top-performing strategies, proving the maxim that you should never fight the tape.”