Quality-Focused, Fixed Income Expertise For Tax-Conscious Investors.

INVESTMENTS Get In touch
OUR MISSION

To deliver a rewarding investment management
experience fostered through a culture
of integrity, trust and transparency.

 

COLLABORATION

Alpha team approach optimizes probability of identifying best investment opportunities.

EXPERTISE

Tenure of team produces familiarity with investment process and fosters decision-making.

CLIENT FOCUS

Team oriented, client objective driven approach promotes realization of client investment goals.

FIXED INCOME SPECIALIZATION

Using purposeful investing to be the preferred and trusted leader for our diverse clients.

  • Institutions

  • Private Clients

  • Separately Managed Account Platforms

  • Mutual Fund Companies

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ACTIVE MANAGEMENT

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.

We work to structure investment solutions to achieve our clients’ specific goals.

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Questions or need more information? Team members are available to assist.

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Firm information and current insights are available. Learn more about the organization!

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