Welcome to the McGinn Smith Family
McGinnSmith focuses on relationships, not products. Before we present ideas, we listen and work with you to analyze your individual needs, goals, and investment challenges. Only after we have a full understanding of your financial picture do we bring our expertise to bear on delivering the appropriate portfolio solutions. We pride ourselves on an unwavering commitment to integrity, stability, and the highest standards of service and performance.

Our investment approach provides a disciplined process that identifies your unique investment goals, and establishes a personalized investment plan to meet them. We employ a defined process for each critical step in the investment management cycle including goal setting and risk/return profiling, asset allocation modeling, investment manager selection, ongoing monitoring and comprehensive reporting.