Investment Advisory & Management
Accumulating wealth throughout your life takes persistence and focus. It’s a journey, and reaching your destination can mean a better life for you and your loved ones.
But, how do you begin to decide which investment vehicles are suitable for you? And, why one versus another? How about the appropriate mix of investments in your portfolio? What about different approaches to investing – such as strategic, tactical or perhaps both?
Before you jump into these questions, it’s important to first ask yourself:
- Why are we saving this money?
- What is the money for?
- How will we eventually use it?
Let McKell Partners be your guide.
To set and steer the course of your investment journey, you may need help from a guide you can trust. Let McKell Partners be your guide. Here are some highlights of why we are uniquely positioned to serve as your financial advisor:
One Journey Perspective.
We recognize that the accumulation and distribution phases of life are not two separate journeys. Understanding that our financial lives are one journey empowers us to structure more efficient and meaningful financial strategies. And, as a result, you are able to benefit from this long-term philosophy and take advantage of better outcomes.
We seek to understand the whole financial chessboard – recognizing that one move is not a move unto itself. This independent, comprehensive view seeks to understand all components at play and consequently provides higher levels of comfort and synergy.
24/7 Professional Management.
We engage a variety of independent professional asset managers to actively manage investment portfolios enabling us to maintain focus of your whole financial picture and ensure we are helping you achieve your investment goals at all life stages. This also enables us to reduce aggregate expenses, increase flexibility of investment options, and improve the timeliness of portfolio adjustments.
We work with you to construct your investment portfolio, which is designed to fit your ability to assume risk and your specific financial circumstances – whether your goal is wealth accumulation, wealth preservation, income generation, or something else. We meet with you personally to understand your objectives and the challenges you may face throughout varying stages of life.
We have access to a range of sophisticated investment platforms and asset allocation approaches that historically have only been available to institutional investors and high net worth individuals.
We consider both investment and actuarially-based strategies to achieve the most efficient and favorable results for our clients. Often we are able to provide a blend of these strategies if it is what is most optimal for our clients.
No hidden fees or agendas.
We are client focused at McKell Partners. We are focused on doing what’s right for you and what will give you the best chance of reaching the retirement you want.
To learn more, please contact our office to arrange a complimentary consultation. Simply call (888) 704-1337 or email firstname.lastname@example.org.