A complete list of active advisors currently associated with McKenna Capital, Inc.

Warmer can help you find a great advisor at McKenna Capital, Inc. or one who fits your needs even better.

McKenna Capital is a small, supported advisory firm that provides discretionary portfolio management and financial planning to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, and pooled investment vehicles. The firm manages roughly $83 million for fewer than 40 clients and prepares an Investment Policy Statement for each client to document goals, time horizon and risk tolerance. The firm uses a mix of charting, fundamental and technical analysis and implements long‑term strategies as well as options trading (including covered, uncovered and spread strategies) and traditional instruments such as equities, fixed income, mutual funds and ETFs, including precious‑metal ETFs. Accounts are generally managed on a discretionary basis, and the firm also offers one‑time financial planning engagements and ongoing portfolio monitoring tied to each client’s stated objectives. What distinguishes McKenna Capital from many peers is the firm’s affiliation with a commodity trading enterprise: the firm’s principal also advises a commodity fund through an affiliated entity and the brochure discloses that clients may be offered advice or products from those outside activities. The firm also acts in roles uncommon for similarly sized supported advisers — sponsoring or advising private pooled vehicles and providing portfolio management for those pooled vehicles — and it discloses the potential conflicts that can arise from those relationships.

To learn more about the advisors currently working at McKenna Capital, 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.