A complete list of active advisors currently associated with McKinney Capital Management
Warmer can help you find a great advisor at McKinney Capital Management or one who fits your needs even better.
McKinney Capital Management provides personalized discretionary and non‑discretionary investment management to individuals and various entities, including family offices, trusts, estates, private foundations and nonprofit organizations. The firm also recommends and facilitates the use of External Managers and, in some cases, acts as a referrer to independent Third‑Party Advisers, receiving ongoing referral fees for those referrals. MCM’s investment process is based on fundamental analysis and generally employs a long‑term strategy while permitting shorter‑term trades when appropriate; the firm may invest in mutual funds, ETFs, equities, corporate bonds, REITs, private funds/alternative investments, structured notes and options as suitable. When clients use External Managers or Third‑Party Advisers, MCM assists in establishing objectives, monitors performance and retains responsibility for ongoing suitability determinations. Noteworthy operational disclosures in the brochure include that certain advisory personnel are also registered representatives of an unaffiliated broker‑dealer and licensed insurance agents (earning commissions and 12b‑1 fees), that MCM receives technology and capped start‑up financial support from Schwab, and that the firm receives ongoing referral fees when referring clients to outside advisers—each of which the firm identifies as a potential conflict it manages through disclosure and policies. The brochure also states MCM generally bills fees in advance, does not accept proxy‑voting authority for clients, and does not charge performance‑based fees.
To learn more about the advisors currently working at McKinney 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.
Name |
Location |
Years of experience |
|---|---|---|
Houston, TX
| 1
| |
Houston, TX
| 25
| |
Houston, TX
| 19
|
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