Investment Management

Your financial journey is unique. Whether you're managing complex assets, planning for legacy, or seeking long-term growth, your investment strategy should reflect your vision. At McKinley Carter, we help you navigate that journey with clarity and confidence — through disciplined processes, personalized strategies, and a commitment to fiduciary excellence.

Guided by Purpose, Driven by Process

Two people sitting at a desk looking at a laptop and important documents.

Our Investment Philosophy

Our investment philosophy centers on creating personalized strategies that reflect each client’s unique financial goals and risk tolerances. We offer globally diversified multi-asset class portfolios with the goal of maximizing risk-adjusted returns in a tax-efficient manner. Through a disciplined, repeatable process, we help our clients confidently pursue long-term success.

A Framework Built Around You.

Strategy

We begin by uncovering what matters most — your financial goals, lifestyle priorities, and comfort with risk. This foundation shapes a strategy built around your unique vision for wealth and legacy.

Investment Tracks

Whether you prefer the agility of active management, the efficiency of low-cost passive strategies, or a hybrid approach, we’ll guide you toward the investment track that best aligns with your goals and values. Each track offers distinct advantages, and we’ll help you navigate the options to build a portfolio that’s both purposeful and performance-driven.

Tactical Decision Points

Markets shift. Opportunities emerge. Risks evolve. We monitor key economic indicators and market metrics to guide timely, informed decisions — ensuring your portfolio adapts to changing conditions while staying aligned with your long-term objectives. Our Strategy Committee meets twice monthly to assess current market conditions and to evaluate current economic risk factors.

Analysis

Whether it's fundamental, technical, quantitative, or qualitative analysis, each method offers unique insights. Using both internal and external resources, we apply a multi-factor approach to inform smarter, more strategic, and tactical investment decisions.

Communication

We deliver monthly insights — covering market outlooks, valuation updates, and strategic adjustments — directly to your financial advisor. This ensures your portfolio reflects the latest thinking from our investment team, giving you confidence that your portfolio is actively monitored and aligned with evolving market conditions. Our investment newsletter, The Strategy Signal, is sent to clients quarterly to report on what happened in the previous quarter and to share our best thinking on what lies ahead for the economy and markets.