The McKenney Difference
The McKenney Difference
- More than three decades of experience managing assets for clients
- Intelligent personalization with three levels of portfolio risk management
- Our advisors collaborate with world class Portfolio Investment Managers around the Investment Policy Statement and Risk Tolerance Questionnaire, using them as a guide when building custom portfolios.
- Transparent and competitive fees
- Periodic reviews with Advisors, Portfolio Investment Managers, and clients
- Robust internal compliance and control systems, accountability across the organization
- All of our Advisors are Accredited Investment Fiduciaries® and hold additional professional credentials and licenses requiring a Fiduciary Standard of Care
Our Standards
McKenney Financial Group adheres to the seven major fiduciary requirements outlined by the Accredited Investment Fiduciary (AIF) Global Precepts
AIF Global Fiduciary Precepts
- Know standards, laws, and trust provisions
- Diversify assets to specific risk/return profile
- Prepare investment policy statement
- Use “prudent experts” (for example, an investment manager) and document due diligence
- Control and account for expenses
- Monitor the activities of “prudent experts”
- Avoid prohibited transactions and avoid or manage other conflicts of interest in favor of the portfolio
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McKenney Financial Group