The Value of Independence
Time spent with clients is one of the biggest differences between a boutique, independent firm and a large firm. We invest in our clients. We invest our time to educate and inform them, so they have an understanding of what we are doing and why. We invest however long it takes to learn about what makes our clients tick and their expectations working with an advisor - and then we follow through on it. We cannot control how the market moves, but we can work our tails off to be informative, always present and a client advocate. Instead of clients feeling lost inside a big firm, we make them feel like the one and only. Our size is our advantage.
Open Architecture & Research
Picture a consortium of highly educated and experienced professionals and firms exchanging market research, strategies, free-flowing ideas and economic outlooks. Now picture a firm with a group of talking heads deciding which research to publish, editing content to entice investors, and, even worse, the advisors who use it as their only source of information. (Hint: we like the first one). At McDonnell Capital Management, our independence allows us to remove any third party conflicts and provide an open architecture investment and research platform. That means our thinking is fueled by a marketplace of ideas (as opposed to one) and our investment solutions are not only unbiased, but also unlimited. This also means that, because we are not compensated by a broker and/or fund company, we are free to select the most cost effective investment solution in the marketplace.