Investments • Financial Planning • Insurance    Call Us 972-745-9080

Wealth Management

 

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Disciplined Approach

Do you have a disciplined approach to investing?

Are your investments coordinated with your financial objectives?

Do you know the risk in your portfolio?

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Experienced and Established

McKeel Capital Management is focused around you. John McKeel has been successfully helping clients like you with their investments for over 28 years. Reuters News Service E-zine has listed John as “One of America’s Top Financial Advisors”. Listed in OnWallstreet Magazine, “Top 100 Managers Nationwide”.

You are our Focus

Our Staff is centered around you. We take very seriously our responsibility to educate and work in your best interest. It’s a team… you and us.

Fiduciary Responsibility: As a Registered Investment Advisor, we have a fiduciary duty, which means we are obligated to work in your best interests at all times. We help to ensure that your investments are in accordance with your investment objectives and liquidity needs.

Remarkably Low Cost: Our approach is tactical yet through our buying power we use institutional and exchange traded investments to keep costs low.

Risk : The most successful portfolios seek to help you reach your goals with the least amount of risk. You will receive an investment risk analysis and investment policy statement that outlines your risk tolerance, financial needs and matches that to your portfolio.

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972-745-9080