Retirement Plan Consulting Services
We are passionate about making an impact on people's retirement. We measure success through our ability to help you and your participants succeed through high-touch service, advanced participant education and unbiased advice,
all while acting as a plan fiduciary.
MCDONNELL CAPITAL PROVIDES
INVESTMENT SELECTION
We design a custom, exclusively-institutional investment line-up with a combination of target-date, target-risk and broad-based index funds designed to reduce Plan cost
UNBIASED GUIDANCE
Participants have direct access to our Principals, providing them elite-level thinking and advice typically only available to high net worth households.
COMPREHENSIVE EDUCATION
Our Principals lead Participants to better retirement outcomes through timely education, access to online planning resources, and group and one-on-one personal meetings
SAVINGS
In addition to providing transparency of all Plan costs, our firm provides fee benchmarking and analysis to ensure the Plan provides a cost conscious platform for Participants to save.
FIDUCIARY SUPPORT
We are committed to keeping your organization protected. Our Principals provide fiduciary consulting to plan sponsors, including creating and implementing a specific Plan Investment Policy.
CUSTOMIZATION
We build custom Plans that meet the objectives and goals of all Plan participants, senior staff and owners
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​​
Form ADV​​