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Professional Investment Consulting


Financial management is crucial to business success, but not everyone knows where to start or how to proceed. As a business owner, you already have many responsibilities on your plate, so the added task of financial planning can take away from other high-priority duties. But with professional investment advisors, you can get the assistance you need to do both.

McKinley Investment has one of the most sophisticated private investment fund practices in the industry. The success of our practice is based on three tenets:

Our purpose is to help clients to make intelligent investments on intelligent terms. To this end, we are constructive in all our dealings with others. We are committed to excellence in service by being responsive to client needs and understanding the time-sensitive nature of opportunities. We constantly develop our practice through innovation to provide our clients with access to leading-edge solutions and strategies.

Building on these values, we bring an unsurpassed depth of experience and a distinctive approach to providing astute advice and risk assessments, practical solutions, and first-class service for our clients.


Handling your assets is a large feat that requires meticulous planning and a hefty window of dedicated time. As a business owner, you know the value of sound financial management, but that doesn’t mean you always have the time to spare. With so many other tasks and duties on your plate, it’s easy for your investments to fall lower on the priority list.

If you’re looking to lighten the load and shift your financial responsibilities to trusted professionals, McKinley Investment is the investment firm you need to get back on track. Our skilled advisors offer financial advice and investment management services so that you can focus your time and energy on growing your business.

At McKinley Investment, we seek to build meaningful relationships with our institutional clients. We concentrate on developing a deep understanding of your goals and offer customized services at each stage of our engagement to ensure that our people and processes complement the culture and values of your organization.

First-Class Investment Consulting

Investment consultants are finance professionals who offer investment advice and strategies to clients to help them achieve their financial aspirations. Investment advisors can evaluate a client’s financial standing, monitor investments, and devise a strategic plan to help them reach their objectives from small businesses to large corporations.

Whether you’re looking to plan your retirement, invest your savings, or sell a business, investment consulting services are the first step in getting there.

Goal-Based Management of Institutional Portfolios

We’re one of the few investment management companies that focus on supporting your company’s mission and furthering your long-term goals in the most personalized way possible. Our financial consultants create investment strategies based on your particular needs and aspirations, so your plan is tailored to your organization.

Once we establish a financial process, we focus on explaining it to you clearly, honestly, and easy to understand. We want you to feel secure and confident in our investment decisions, which is why we report back to you as transparently as possible. We always try to keep you in the loop when it comes to your finances.

Our financial consultants have been working with institutional clients and consultants for over 23 years. If our decades of experience have taught us one thing, it’s that all clients are different. That’s why at McKinley Investment, we create customized investment strategies that provide the solutions you need. We work to optimize your assets and maximize return potential by managing tax consequences, reducing costs, and minimizing risks.

Investment Advice Across All Client Types

Our investment advisors have been providing clients with detailed and efficient financial advice for decades. We strive to optimize your assets, manage tax consequences, reduce costs, and eliminate risks with our customized plans. Our qualified team has created specialized solutions for a wide array of industries and clients, including:

  • Corporations

  • Nonprofit organizations

  • Public entities

  • Closely-held businesses

  • Labor unions

  • Foundations

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