McKee Investment Planning

Investment Philosophy

A Relationship, Not A Transaction.

McKee Investment Planning's philosophy includes creating value and maximizing risk-adjusted returns. This starts with passing the benefits of low expenses on to the client. In total, clients of MIP usually find themselves paying less than they would through many other investment vehicles while enjoying far superior service.

A Unique Approach… Uncommon And Valuable.

The investing discipline at McKee Investment Planning is founded on academic research and macro-economic analysis: tools and methodology designed to create the maximum efficiencies. Each Client portfolio is custom built and is adjusted over time to keep up with changes. Investment opportunities are evaluated across the globe, and an emphasis is placed on diversifying portfolios across multiple international regions and countries. As an Investment Analyst for Mobil Oil Corporation, Art McKee analyzed countries for investment, and the same proven business analysis is just what should be done when evaluating an investment.

Clients’ personal goals are fused with MIP’s broader philosophy into a customized investment portfolio. Combining personal factors with proven investment fundamentals and efficient (low expense) vehicles is the most effective way MIP has found to optimize returns for investors.

The basis for investments chosen are rooted in balance sheet analysis and business fundamentals. We don't invest in fads or the latest gimmick, but rather choose to own businesses with long track records of success, low debt levels, good management, and a margin of safety. We want to know that the companies we own will succeed through the inevitable good and bad business cycles.

As an institutional investment manager, we have access to institutional grade investments that are not commonly available to the average investor.

Developing Relationships… And Equally Important, Maintaining Healthy Relationships

Truth, Honesty, Integrity and Honor are the building blocks of long-term relationships. From the beginning, each client's needs and unique situation is considered. MIP takes into account numerous personal factors such as time horizon, family needs, income needs, tax implications, and risk level to customize a portfolio based on the facts. Clients who feel comfortable with their investment plan will maximize the likelihood of achieving their objectives, not to mention that they will sleep more soundly at night.

Concurrent with managing portfolios, a core part of its service means taking the time to help clients better understand what takes place in their portfolio. Empowering clients by helping them understand how their investments are working is part of MIP's commitment to long-term relationships.

How do we get Started?

First, simply give us a call at (352) 408-4710 or go to our contact page for other options. We will briefly discuss your situation over the phone and answer any other questions you may have. We will then schedule an initial meeting/consultation that will enable us to get to know eachother better and determine if we are a good fit to work together.