McDonnell Capital Management

McDonnell Capital Management is an independent, fee-only registered investment advisor (RIA) that serves as an investment fiduciary to institutions, associations, businesses, trusts and select individuals. Our broad services include: - Investment Policy Statement Creation & Administration - Financial Modeling - Investment Review, Analysis, Due Diligence, Selection & Review - Comprehensive Financial Planning - Investor Education If you look at the marketplace, you will find thousands of advisors who only focus on managing money. There is an equal group that just does planning and/or consulting. Then there are a select few that provide comprehensive services, and have made the commitment to the advanced education and industry credentials that competency and success in each demand. An even more select group exists that will structure their firm to act as a true client fiduciary, ensuring recommendations, decisions and cost are always in the best interest of the client. We are among the few. Firm Leadership: Joe McDonnell has spent over 30 years advising individuals, business owners, corporations, non-profits and municipalities. He is a Certified Public Accountant (CPA), Certified Financial Planner (CFP?) and Personal Financial Specialist (PFS?), a designation earned only by CPA’s who have the powerful combination of extensive tax expertise and comprehensive knowledge of investments and financial planning. He received his MBA in Finance from DePaul University. Chris McDonnell is a Certified Financial Planner (CFP?), and specializes in creating Investment Policy Statements, Financial Models and Asset Allocations for institutions and select individuals. He received his MBA in Finance from American University in Washington, D.C., focusing his studies on institutional asset management and advanced portfolio management techniques to minimize risk in investment portfolios.

网站

https://www.mcdonnell-capital.com

McDonnell Capital Management的外部链接

所属行业

投资管理

规模

2-10 人

总部

Oak Forest，IL

类型

私人持股

领域

Investment Management、Institutional Asset Management、Investment Policy Statement Adminstration、Financial Planning/Modeling、Goals Driven Wealth Management、Company Retirement Plans、Estate/Wealth Transfer Strategies、Tax Advisory和Risk Management