Long-Term Investment Advisory & Portfolio Management
George McKelvey Co. provides investment advisory and portfolio management services that stand the test of time. Most of our clients choose to stay with us for life, entrusting their financial goals to our expertise. Many also include their children and grandchildren for an efficient generation-passing of wealth. We are passionate about our work and committed to delivering strategies that solidify and strengthen multi-generational wealth.
As investment advisors, our responsibility is to design our clients’ portfolios based on their goals and position them for success. We work with clients to establish objectives that enable us to make informed decisions on the client’s behalf, keeping them involved with personalized, in-depth quarterly reports.
In addition to investment advisory and portfolio management, George McKelvey Co. offers a variety of wealth management services that can be tailored to any client’s needs, including:
- Consistent and ongoing interaction with other service professionals, such as accountants and estate attorneys.
- Multi-generational wealth planning.
- Cash management strategies, including check distributions, electronic funds transfers, and wire transfers.
- Personalized quarterly and annual portfolio reports.
- Charitable and philanthropic gifting coordination.
- Tax planning strategies.
Our dedicated team of advisors and support staff is here to serve you with honesty, integrity and professionalism.