Partner with a Fiduciary

Fi∙du∙cia∙ry (n.), from Latin fiduciarius, meaning "holding in trust" and from fides, meaning "faith", an entity who has the power and obligation to act for another under circumstances which require total trust, good faith and honesty.

A fiduciary owes a duty of loyalty to safeguard the interests of another, and is by definition the highest level of responsibility and care.  At McDonnell Capital Management, the role of fiduciary shapes our culture and business structure, ensuring each decision we make represents our clients' best interests and needs.  

Christopher J. McDonnell, CFP®, AIF®, Principal, has has earned the prestigious Accredited Investment Fiduciary® designation from the Center for Fiduciary Studies™.  The AIF® accreditation is the nation’s leading program of instruction and assessment for those investment professionals assuming a fiduciary role.  Achieving and practicing with the designation signifies specialized knowledge of fiduciary responsibility and the ability to implement global fiduciary precepts that are substantiated by law.  Seeking the AIF® designation demonstrates leadership in the investment management industry, showing an unparalleled committed to the craft itself and, most importantly, the client. 

We do not accept any type of compensation from third-parties, fund companies or broker-dealers.  Our independent, fee-based structure ensures our clients receive the highest levels of transparency and objectivity.  Other firms, both large and independent ones, may claim objectivity or putting clients first.  These firms are often tied to sales incentives for products and funds, and relationships with third party firms that compensate the advisors differently depending on the client recommendation. 

It is rare to find a truly independent firm, not connected to any broker dealer or other corporate entity, that can act as a client fiduciary.  We are among the few.

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