Families & Individuals
The Drexel Morgan difference – 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. We have been delivering customized wealth management solutions for 40 years. Using our experience in navigating the complexities of wealth, we offer investment strategies to suit each client’s particular goals. We have maintained this investment philosophy and singular focus on clients through decades of growth.
Effective wealth management requires a 360-degree perspective. We take the time to understand thoroughly our clients’ current and future investment goals, risk tolerance, time horizon, tax situation, insurance plan, estate plan, and income needs to seek the optimum outcome for them and their beneficiaries. Additionally, we actively coordinate with our clients’ legal, tax and business advisors to create a holistic wealth strategy. If we observe our clients’ financial plans are missing any vital elements required to achieve their investment goals, we can introduce them to our strong network of professional partners with whom we have collaborated over the decades.
Effective wealth management requires a 360-degree perspective.
As a fiduciary, our advice puts the best interest of our client before our own. We only earn fees from our clients, not from managers or investment vehicles. This independence enables us to provide access to our best ideas. We match our clients’ objectives and risk tolerance to our carefully selected stable of investment strategies to create customized portfolios, designed to maximize long-term returns, and consistent with their Investment Policy Statement (IPS).
Our service offering:
- Portfolio construction and management
- IPS creation and annual review
- Custom asset allocation
- Investment selection and research
- Risk management
- Active monitoring
- Objective based investment planning (including retirement)
- Investment portfolio evaluations
- Consolidated performance and asset allocation reporting across all assets