George McKelvey Co, Inc. is an independent, full-service investment firm that was founded in 1960. We
provide financial consulting and investment management services to individuals and their families by
custom designing and managing investment strategies uniquely tailored to each individual’s specific,
personal financial situation. We are responsible for approximately $400 million in assets.

We are a mid-size firm with
approximately ten advisors (including three managing partners) who have
been with the firm an average of 14 years.

Unlike most firms, George McKelvey Company considers its advisory clients as clients of the firm and not
of any one individual advisor. Consequently, each account has two advisors: a managing partner and a
specialty advisor particularly suited to that account. This permits our clients to take advantage of the
unique but complementary strengths of both advisors. It also assures continuity for our clients as their
investment objectives change over the course of time.

We are not day traders or momentum-style investors. We do not accept margin accounts and we do not
work with the more speculative types of investments such as options, puts and calls, commodity
contracts, etc.

For the most part, our clients, whether they reside nationally or internationally, have come to us by
referral. Personal and customized service is our hallmark.

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Founded in 1960
529 Washington Blvd., Sea Girt, NJ 08750 ~ 732.449.5323 ~ 800.449.5322
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