A complete list of active advisors currently associated with McNeill Capital, LLC
Warmer can help you find a great advisor at McNeill Capital, LLC or one who fits your needs even better.
McNeill Capital provides personalized financial and estate planning, investment management, and retirement plan consulting to individuals (including high-net-worth clients), trustees, charitable organizations, and employer-sponsored pension and profit-sharing plans. The firm operates on a fee-only basis and delivers services that include cash flow and tax planning, investment oversight, periodic reporting, and educational seminars. The firm’s investment approach emphasizes strategic asset allocation using a core-and-satellite mix of actively and passively managed mutual funds and ETFs, global diversification, and client-specific investment policy statements. For qualified clients it conducts due diligence on private investments and, when engaged by plan sponsors, provides investment option selection, monitoring, participant education, and accepts fiduciary responsibilities for retirement plans. The firm’s combination of individual wealth management with employer retirement-plan consulting and pension-related services is less common among independent peers. McNeill Capital also maintains a conflict-avoidance posture by not accepting commissions for product sales, allocates private placement opportunities selectively to accredited or qualified investors, and discloses the liquidity and valuation limitations of those investments.
To learn more about the advisors currently working at McNeill Capital, LLC, 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 |
|---|---|---|
Saratoga Springs, NY
| 5
|
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