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Investment Management

Where will the road take you? Building a financial partnership that prepares you for life’s challenges might start with investments—but for us, it also means bringing you along for every step of the process. An obstacle or a windfall is an opportunity to share as much of our expertise as possible.

A Disciplined Process To Meet Your Goals.

Investment Management

An Introduction to Our Investment Management Services.

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CASE STUDY: John and Maryanne

John and Maryanne are owners of a business in a small Midwestern town. For as long as they can remember, their focus has been two-fold: grow their business and raise their children.

Meet our Advisors
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Expect to Leave Invigorated.

Every conversation with McKinley Carter is an energizing experience, an opportunity to take your financial instincts and confidence to the next level—starting with the very first one.

Reach out for a consultation.
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Hockey's hat trick tradition is perhaps the most unique tradition in all of professional sports. For those of you that may not follow the National Hockey League as closely as other sports, a hat trick is when one player scores three goals in one game. To honor the player's performance, the hockey fans in the stands will then throw their hats onto the ice.

The stock market’s version of hockey’s hat trick is the double-digit performance of the S&P 500 over the past three years: 2021 = 28.70% | 2020 = 18.40% | 2019 = 31.49%. Read more of our analysis of 4Q2021 and a look ahead to 2022.

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Our Commitment to Protecting Vulnerable Investors

Advisors today must identify clients at risk for financial exploitation and take steps to prevent it. Learn how MCWS protects its vulnerable investors.

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