Areas of Interest
We are active members of our communities. We and our families are active in school, church and social groups, including community service and human service efforts. Professionally, we serve clients throughout the United States, but our primary focus and concentration are on corporate retirement plans, foundations, endowments and individual investors based in Washington, Oregon and California. As Westerners, we understand the unique issues that face our clients, together with the local preferences and priorities that help make us who we are.
Affiliations
McHenry is involved as members, supporters or partners of the following organizations: Western Pension & Benefits Conference, ASPPA, Financial Executives International, Financial Women’s Association of San Francisco, Profit Sharing/401k Association, National Society of Compliance Professionals, American Bankers Association and the Center for Retirement Research, among others.
Speaking
McHenry staff have been published and/or quoted in the Wall Street Journal, New York Times, Business Week, CBS Marketwatch, Pension Management (UK), Pensions & Investments and many other publications. Our professionals have presented before many audiences in many venues, both public and private – both buy side and sell side.
Scheduled Events
We attend and participate in many professional and industry events throughout the year. Visit our News or Calendar pages for a listing of currently scheduled events of interest. |
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