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Asset Management Service



HONESTY, TRANSPARENCY, AND PROFESSIONALISM


As a team of professional economists, our expertise lies in managing equity, balanced, and fixed-income portfolios for a wide range of clients, including private individuals, high-net-worth individuals, corporations, institutional investors, funding groups, trusts, foundations, and entrepreneurs. With our extensive experience in investment and asset management, we approach our clients' needs with utmost seriousness and organization, ensuring transparency and efficiency at every step.


Our primary mission is to identify innovative financial solutions that unlock global investment potential, enabling wealth creation and enhancing the quality of life for our clients. Leveraging our global reach and deep market knowledge, we bridge the gap between capital markets and informed investors who are seeking profitable investment opportunities.


1. INDIVIDUALS McKinley offers portfolio management services tailored to high-net-worth individuals and multi-generational families. We prioritize environmental, social, and governance (ESG) factors when constructing equity, balanced, and fixed-income portfolios, delivering both impact and performance to our clients.


We create customized portfolios that aim to optimize after-tax returns by carefully managing capital gains and monitoring gains as they accrue. Additionally, we work closely with our client's professional advisors, such as accountants, financial planners, and attorneys, to coordinate investment gains with other taxable events, striving to maximize after-tax returns.


At McKinley, we are committed to delivering personalized service to each of our clients. Our portfolio management approach is built on a deep understanding of our client's unique financial situations and objectives. By collaborating closely with our clients and their advisors, we are able to provide tailored investment solutions that align with their specific needs and goals.


2. INSTITUTIONS & CORPORATIONS With over 25 years of experience, McKinley excels in managing institutional investment portfolios for a diverse range of companies and organizations, including corporations, foundations, pension funds, environmental non-profits, religious organizations, and government projects.


We assist institutional investors in aligning their mission-related values with their investment portfolios, seamlessly integrating impact considerations with performance objectives. In addition to offering exceptional investment management services, McKinley provides comprehensive investment advisory solutions for institutions. This includes developing and overseeing investment policy statements, providing education and presentations to investment committees, and collaborating with third-party consultants to create sustainable and responsible investment portfolio solutions.



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