To deliver a rewarding investment management experience fostered through a culture of integrity, trust and transparency.
Alpha team approach optimizes probability of identifying best investment opportunities.
Tenure of team produces familiarity with investment process and fosters decision-making.
Team oriented, client objective driven approach promotes realization of client investment goals.
Using purposeful investing to be the preferred and trusted leader for our diverse clients.
Separately Managed Account Platforms
Mutual Fund Companies
Keeping Ahead Of The Curve
McDonnell Investment Management, LLC (“McDonnell”) is a registered investment adviser that specializes in providing active fixed income investment management services, offering both taxable and tax-exempt bond strategies to institutions, private clients and mutual fund companies. The deeply experienced investment team employs a consistent, proven process that is anchored by sound risk management practices, successfully achieving client objectives through purposeful investing.
We believe actively managed investment strategies can deliver better outcomes for investors.
To download a current Form ADV Part 2A, please click here