Cincinnati Business Courier Investor Profile

For those of you who don’t have access to the Business Courier’s website, here is a copy of the Investor Profile by Dan Monk I was recently featured in.

Name: Mackey McNeill
Firm: Mackey Advisors
Title: CEO and President
Assets under management: $25 million
Age: 53
Family: Husband, Barry, and 3 children
Residence: Independence
Phone: (859) 331-7755
Web site: www.CultivatingProsperity.com
Performance (balanced through June 30):
Firm/Index
YTD 6.9%/5.5%
1-yr. -23.0%/-26.0%
3-yr. -4.0%/-6.8%
10-yr. 5.5%/2.7%

Mackey Advisors doesn’t just manage clients’ investments. It emphasizes financial planning as a key part of the process. Founder Mackey McNeill likens it to constructing a building. You need a design first to know how you want to set it up. That philosophy helped when stocks tanked last year and earlier this year. “We encouraged people to make rational decisions in an irrational market,” said McNeill, who founded the firm 26 years ago. Now, she’s seeing signs of improving investor confidence, as homes sales and corporate earnings show small signs of life. Small stocks and growth companies should do well in this environment, she said. “It’s like a classic recovery, with small-caps outpacing the market,” she said. “We have a little growth spin to our portfolios.” She’s also leaning towards international stocks. One-fourth of the firm’s allocation to stocks, bonds and real estate is in international investments. Mackey Advisors uses 14 asset classes. It invests using mutual funds or exchange-traded funds. It uses green, socially responsible funds where practical. Plenty of those funds are available in large-cap categories. So the firm uses them in growth, value and diversified large stock investments. The Parnassus Workplace Fund is among the choices in that group. We use green funds where it makes sense, and we’re not sacrificing return,” McNeill said. “We believe how you invest matters. You’re voting with your dollars.” McNeill also aims to lower volatility in client portfolios. She’s using commodities, such as the Claymoor Timber Index (CUT) and the Commodities Power Index (DBC). Those help hedge against inflation.

Thank you to the Business Courier for featuring me this week!