In Spirit &
In Practice
Integrity is the key component of our nearly 60-year history. George McKelvey Co. holds itself to the highest ethical standards, focusing on our clients’ best interests and investment performance. Consequently, we have chosen to be Registered Investment Advisors with the SEC, making us fiduciaries required to put clients’ interests first. Our fiduciary commitment embodies and exemplifies the way we conduct business: with honesty, integrity and dedication.
See Our ServicesTrust, Service
& Strategy
We are the wealth management firm for individuals and families who value a long-term focus, consistency and simplicity over day trading and short-term tactics. Quotas, cold calls and sales incentives are not part of the George McKelvey Co. culture. Clients trust us to provide personalized service, informed recommendations, complete investment management, comprehensive reporting and clear communication.
Learn Our Philosophy
Not Your Advisor, Your Team
With a managing partner and a tenured team of portfolio managers, advisors and administrators on every account, George McKelvey Co. raises the bar for personalized service. Take the first step toward a flexible, lifelong investment strategy.