MCKEE INVESTMENT PLANNING, INC.

Overview

Mckee Investment Planning, Inc. is an independent registered investment adviser focused on individual and family clients. The firm delivers financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting services. Its stated investment preference is equities, and the firm manages client portfolios primarily through exchange-traded instruments and separately managed account (SMA) structures to achieve those equity exposures. Fee arrangements combine a percentage of assets under management for ongoing discretionary portfolios with hourly charges for planning or advisory projects. Mckee Investment Planning is not positioned as an active ESG investor. The firm appears to emphasize liquid, transparent equity allocations while supplementing portfolios with targeted mutual fund positions and select alternative exposures in commodities and oil & gas where appropriate for diversification or income objectives.

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Location & Offices