McKinley Financial customizes Professionally Managed Portfolios to achieve the financial goals of individuals, families and privately held businesses. We use several industry-leading investment solutions to provide our clients access to a variety of portfolios at virtually every account level.
Available Asset Management Solutions:
Advisor Managed PortfoliosFor clients requiring a hands-on approach to portfolio management, we offer our Advisor Managed Portfolio solutions.
Separately Managed AccountsFor clients interested in accessing institutional investment solutions, our investment Advisors will customize your asset allocation and design an implementation strategy by using one or several of the hundred portfolio managers available to us.