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Top-Class Investment Consulting


Financial management is a critical aspect of business success, but many individuals lack the knowledge or resources to properly manage their finances. As a business owner, you already have numerous responsibilities to attend to, making financial planning a time-consuming and challenging task. However, with the assistance of professional investment advisors, you can manage your finances while focusing on other important duties.

At McKinley Investment, we boast one of the most advanced private investment fund practices in the industry. Our success is built upon three key principles: Firstly, our goal is to assist clients in making informed investments on favorable terms, and we prioritize constructive interactions in all our dealings. Secondly, we are dedicated to providing excellent service by being responsive to our client's needs and recognizing the time-sensitive nature of opportunities. Lastly, we consistently innovate our practice to provide our clients with the latest solutions and strategies.

With these principles as our foundation, we offer an unparalleled level of experience and a unique approach to delivering insightful advice, risk assessments, practical solutions, and top-notch service to 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 consulting services can be the key to achieving your financial goals, whether it's planning for retirement, investing in savings, or selling a business. Investment consultants are finance professionals who provide expert advice and strategies tailored to client's unique needs and goals. From small businesses to large corporations, investment advisors can assess a client's financial situation, monitor investments, and devise a comprehensive plan to help them reach their objectives.

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 easily understood. 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 25 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 require. 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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