At McKinley Carter, we manage your investment portfolio within the context of your overall financial situation. Our investment professionals draw their financial expertise from decades of experience managing diversified portfolios for a wide range of individual and institutional clients.

Based on your individual investment objectives, risk tolerance, and time horizons, we help you specify a target asset allocation by quantifying the percentage that may be invested in each major asset class (stocks, bonds, cash, and possibly alternative investments).

We strongly believe that broad diversification across many asset classes is the best way to manage risk. Asset allocation decisions are determined by a strategic allocation among desired asset classes based upon each client's unique characteristics.

Our long-term approach helps you avoid the common mistakes that many investors make, like:

·         Buying into popular speculative investments

·         Not adhering to a consistent strategy

·         Failing to properly diversify your investment portfolio

This patient approach is grounded in the belief that excellent companies will produce superior returns over the long term.

Continue reading here for more details on our investment management process.