Our Capabilities
Investment Policy Administration
IPS Creation, Implementation & Management
Financial Planning & Modeling
Liquidity/Needs Analysis
Feasibility Studies & Probability Analysis
Simulations & Stress Testing
Investment Management
Customized Asset Allocations
Open Architecture Investment Platform
Research & Investment Analysis
Ongoing Monitoring & Rebalancing
Performance Reporting
Retirement Planning
Income Replication Strategies
Required Minimum Distribution Planning
Savings Vehicle Comparisons
Company Retirement Plans
Plan Design, Selection & Servicing
Fiduciary & ERISA Guideline Advisory
Participant Education
Institutional Asset Management
Non-Profit Reserve Management
Endowment Management
Trust Management
Estate Planning
Trust Needs Analysis
Estate Tax Reduction/Elimination
Succession Planning & Wealth Transfer
Philanthropic Planning
Tax Advisory & Planning
Tax Efficient Investing
Tax Liability Analysis
Retirement Plan Distribution Planning
Tax Planning & Tax Preparation
Risk Mitigation
Concentrated Business Interests
Concentrated Equity Positions
Life Insurance Needs Analysis
Long Term Care Needs Analysis
Bear Market Stress Tests
McDonnell Capital Management ("McDonnell Capital") is an SEC registered investment adviser headquartered in Frankfort, Illinois.
Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy, including the investments and/or investment strategies recommended and/or undertaken by McDonnell Capital, or any non-investment related services, will be profitable, equal any historical performance levels, be suitable for your portfolio or individual situation, or prove successful.
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IMPORTANT DISCLOSURES​​
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