GEORGE MCKELVEY CO

George McKelvey Co. is a full-service investment firm that develops, implements and manages personalized investment strategies for clients who see the big picture... During this time, George McKelvey Co. has grown from managing less than $5 million in assets to managing assets approaching $1 billion, with its primary source of new business being client referrals. Our steady and significant rise in assets under management (AUM) is a testament to our personalized service, the value we deliver and the trust we build with our clients... 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.

Also known as: George McKelvey Company

Primary location: Manasquan United States