A complete list of active advisors currently associated with McDonnell Capital Management

Warmer can help you find a great advisor at McDonnell Capital Management or one who fits your needs even better.

McDonnell Capital Management provides discretionary and non-discretionary investment management, integrated financial planning, institutional asset management, and ERISA 3(21) co-fiduciary retirement plan consulting to a mix of individuals, business owners, trusts, non-profits and smaller government entities. Services include customized investment policy statements, investment selection and monitoring, tax advisory input, and participant education for employer-sponsored plans. The firm’s investment approach is grounded in Modern Portfolio Theory and a “Goals Driven Wealth Management” process that integrates financial modeling and probability analysis (including Monte Carlo simulations) to set asset allocations and stress-test plans. McDonnell Capital operates on an open-architecture platform, providing both discretionary portfolio implementation and consultative, non-discretionary plan advice and due diligence for retirement plans. Noteworthy features include an uncommon concentration of municipal and township clients for a firm of this size and a formal affiliation with tax and accounting services via an owner who operates a separate CPA practice (with disclosed referral conflicts), as well as a principal who is separately licensed to sell insurance products. The brochure also discloses a recent transition from state to SEC registration, a policy of not accepting third‑party compensation for advisory services, and written procedures to address conflicts arising from affiliated referrals and insurance commissions.

To learn more about the advisors currently working at McDonnell Capital Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.