A complete list of active advisors currently associated with McGinn Penninger Investment Management Inc.

Warmer can help you find a great advisor at McGinn Penninger Investment Management Inc. or one who fits your needs even better.

McGinn Penninger Investment Management provides discretionary portfolio management primarily to high‑net‑worth individuals and also serves institutional clients, including pension and profit‑sharing plans and an affiliated mutual fund. As of 12/31/2025 the firm reported approximately $204 million in discretionary assets under management across its client accounts and sub‑advisory relationships. The firm follows a long‑term, large‑cap value equity approach with a contrarian emphasis, assembling focused portfolios of companies it believes trade below intrinsic value and may improve earnings or cash flow over time. Accounts are managed on a discretionary basis with quarterly reviews and occasional client‑specific fixed income or asset‑allocation work on a case‑by‑case basis. McGinn Penninger is a sub‑adviser to the Union Street Partners Value Fund and owns a 50% interest in Union Street Partners LLC, an affiliation disclosed in the brochure that is less common among similarly sized team advisers. The firm regularly integrates the affiliated mutual fund into client solutions and excludes clients’ investments in that fund from its separate portfolio fee calculation, a practice and ownership structure that distinguish it from many peers.

To learn more about the advisors currently working at McGinn Penninger Investment Management Inc., 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.