McKinley Financial Information

Over the past 25 years we have developed and refined a consistent, strategic investment philosophy supported by a significant body of academic research. We believe that a widely diversified portfolio of investments tailored to each client’s unique risk tolerance level and financial goals is key to financial success. A study conducted by an independent research firm found that the average return of the S&P 500 over the last 20 years was 9.2% per year, yet the average equity investor earned only 5.0%*. Why? Most individual investors gravitate toward the next “hot” investment and let emotions rule their portfolio. The goal of our approach is to take the emotion out of investing in order to capture market returns while minimizing volatility.