McKinney Capital Management

McKinney Capital Management provides personalized discretionary and non‑discretionary investment management to individuals, high‑net‑worth clients, and entities including family offices, trusts, estates, private foundations and nonprofit organizations. The firm manages portfolios using mutual funds, ETFs, equities, corporate bonds, REITs, private/alternative funds, structured notes and options, and it may recommend unaffiliated external managers for portions of client assets.

MCM generally employs fundamental analysis and a long‑term investment strategy tailored to each client’s objectives, tax considerations and time horizon, while occasionally implementing shorter‑term trades when warranted. The firm charges advisory fees as a percentage of assets under management and provides both discretionary trading authority and non‑discretionary advice, with ongoing monitoring and periodic reviews of accounts and external managers.

Distinctive features include managing roughly $246 million across several hundred client accounts with a small advisory team, and advisory personnel who also act as registered representatives of an unaffiliated broker‑dealer and as licensed insurance agents, arrangements that can produce commission and 12b‑1 compensation in addition to advisory fees. The firm participates in an institutional custody platform that provides technology, research and limited start‑up financial support from the custodian, and MCM does not accept proxy‑voting authority, leaving proxy votes to clients.