McGinn McKean O'Neill equity strategy available on WealthADV

Source: Adhesion Technologies

McGinn McKean O'Neill, an investment management firm working with high net worth families and individuals since 1991, has made its previously proprietary investment portfolio available to independent advisors via Adhesion's WealthADV.

McGinn has been consistently producing top quartile performance as measured by Wilshire Associates and PSN / Informa. McGinn's performance records are in compliance with the CFA Institutes Global Investment Performance Standards (GIPS).

"Until recently, McGinn's strategies were only available directly through the firm", remarks Rich Conley, SVP of Sales at Adhesion. "Now, with WealthADV, advisors gain access to the strategies without the need to open a separate account with McGinn, without the firm's account minimum restrictions, and regardless of which custodian they use (e.g., Schwab Institutional, TD Ameritrade Institutional, Pershing, or Fidelity)."

Bernard McGinn, founder and the CEO noted, "We really like the WealthADV managed service model for RIAs. With WealthADV RIAs can begin to utilize our strategies with a simple 'check of a box', versus going through the process of engaging us to provide the actual portfolio management for each account. It is a win-win for both the RIA and McGinn."

Comments: (0)