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For a fact sheet on Private Client
Services, click here.
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McHenry provides independent financial advice and investment options to individuals and families to meet their specific needs and financial goals.
Our comprehensive investment services help individuals achieve their lifetime financial goals. We provide peace of mind by managing the complexities of asset management through proven solutions and personal service.
We provide a comprehensive approach in our advisory process. The process relies on objectivity, accountability, and a thorough understanding of our clients’ objectives and goals.
Many investors pay too much and receive too little and McHenry helps manage risks, returns and costs for individual investors:
- McHenry supports open-architecture and fee transparency.
- We are unbiased – we work with leading custodians and vendors to meet your needs.
- We are advisors, not brokers.
- We do not receive revenue sharing, commissions or placement fees; nor do we participate in investment management or service fees generated by our clients’ investment portfolios or assets.
Client needs served may include protection of principal, growth of assets, retirement income or planned giving. Implemented investment solutions may use date / event-based portfolio construction or risk-based models to meet client needs. Some risk-based examples shown below using exchange-traded index funds for a client’s rollover IRA from a 401(k) plan:
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