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 nine 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.
Founded in 1960
529 Washington Blvd., Sea Girt, NJ 08750 ~ 732.449.5323 ~ 800.449.5322
|A REGISTERED INVESTMENT ADVISOR
AND SECURITIES BROKER-DEALER