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Our Philosophy

At McKee Asset Management, we entirely believe in the power of individual choice.

When you go to a financial professional with a famous Wall Street name, you don't necessarily get that choice. Although many big name firms offer quality investment products, the choices that a financial professional can offer may be limited by people who do not know you. These firms also may impose sales quotas on the financial professional helping you. In other words, your investment choices may be limited choices, and there may be hidden agendas. We do not think that's the right way to do business.


Here's what we think is the right way to do business:


  • Care for our clients in the way we would want for ourselves. We founded McKee Asset Management to be the kind of place where we would want to be clients if we didn't already work here! We would want to be respected, informed, and heard. We don't expect our clients to demand any less


  • Know our clients and their goals. We understand that investing is more than just a numbers game. There is emotion involved as well. People assign different values to money and approach investing for many reasons. The so-called best investments aren't necessarily the best for everyone. When we first get to know each other, we'll ask you a lot of questions so that we can learn about you as a person, and we will tailor your investments accordingly. We want to be just as excited about your dreams as you are.


  • Treat clients like people, not like portfolio balances. One thing you will notice about our firm is that we are friendly, down to earth, and very good listeners. Having been in the business a long time, we've encountered this mix of attitudes—and a whole lot of market cycles (both good and bad!). We have a lot of perspective that can help keep you on an even keel through the ups and downs.




  • Empower clients to feel confident about their decisions. You do not have to know the difference between a REIT and a UIT when you come to see us. We are happy to explain it to you if you are curious. If you are not curious, that's okay, too. Some clients want to take more of a hands-on role in the investment process; others want nothing to do with it. Either way, our goal is to make sure you sleep easily at night, secure in the knowledge that your money is working effectively for you.


  • Practice time-tested financial approaches. At McKee Asset Management, we follow prudent financial principles. We treat your money responsibly. As your needs or financial picture changes, we'll work with you to adjust your course of action accordingly. We monitor your portfolio's performance so you don't have to worry.

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