Who We Serve
For forty years, our mission has been to earn our clients’ trust and treat them as members of the Drexel Morgan family. Many of our client relationships span generations, and we believe the longevity of these relationships are a testament to our focus on going the extra mile for our clients. We strive to get to know each of our clients personally and professionally in order to provide customized advice and help them achieve their financial goals.
A client first approach
Our founder and president, Jim McCabe, started the firm to invest for his family, so this is our heritage. Known for integrity, intelligence, and independence, we invest our clients’ money as we do our own — prudently, and for the long-term.
A long-term approach
Our goal is to maximize the long-term value of your institution and promote your core values. We achieve this through careful stewardship of your investment portfolio and a deep relationship with staff and board members to assist and educate them in areas of need. In the case of endowments, we recognize the tradeoff between current and future spending is critical. Our objective is to assist the institution in developing a spending rule which will prevent the principal of the institution from eroding in purchasing power over time and which will minimize large shortfalls in operating support.
A collaborative approach
Our 360-degree approach to wealth management requires collaboration with our clients’ trusted advisors. As wealth manager, we are not actively engaged in tax planning, trust and estate structuring, insurance planning, or real estate advisory. However, we know how crucial these services can be to a comprehensive and holistic wealth plan. Therefore, we regularly engage with our clients and their advisors in order to create the optimal plan to achieve their wealth management goals.