A complete list of active advisors currently associated with McKinney Asset Management Inc.

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

McKinney Asset Management provides customized investment management and financial planning to a mix of clients, including both non-high-net-worth and high-net-worth individuals, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. Its services encompass discretionary individual portfolio management, model portfolio management, retirement and estate planning, insurance reviews, and pension consulting. The firm implements discretionary portfolio management guided by clients’ stated objectives and uses a variety of analysis methods—fundamental, technical, quantitative and qualitative—alongside asset allocation and both long- and short-term trading strategies. It integrates third-party technology into its process, including Riskalyze for risk scoring, Schwab Institutional’s Intelligent Portfolios for automated ETF strategies with daily rebalancing, and the Pontera platform to facilitate discretionary management of held-away defined contribution participant accounts. Compared with many peers, McKinney emphasizes a formal Pension Consulting program that includes IPS preparation, selection and monitoring of investment vehicles, participant education, and the option for discretionary participant account management via a third‑party platform. The firm is operated as a small, owner‑run practice (listing a single principal shareholder on its ADV), charges percentage‑of‑assets fees with limited negotiability, and reported approximately $38 million in discretionary assets under management.

To learn more about the advisors currently working at McKinney Asset 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.