McKenna Capital, Inc. is an independent Registered Investment Advisor located in Wheaton, IL.
We strive to help our clients live balanced and fulfilled lives. Our approach can be summarized in four words:
Build Margin. Build Wealth.
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Financial Margin = [your income] – [your expenses]
Investment Margin of Safety = [intrinsic value of an asset] – [current price of that asset]
Time Margin = [time you have in a day] – [time you spend on activities you NEED to do]
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Do you know your financial margin?
Can you identify investments with sufficient margin of safety?
Do you wish you had more time for what you WANT to do?
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Margin puts you in control. Margin gives you choices. Margin allows you to take risks.
When you Build Margin, you Build Wealth.
We seek to serve clients whose values align with ours and who are interested in building wealth together.
Markets are unpredictable.
Costs are forever.
We seek to maximize our clients’ investment returns, factoring in risk, inflation, dividends, taxes and
all investment costs.
“To Live, To Love, To Learn,
To Leave a Legacy” – Steven Covey
We seek to help our clients pursue their passions and leave behind more than just an inheritance.
We integrate investment advisory services with financial planning
to build comprehensive wealth plans.
We follow a repeatable, structured investment process and
work closely with our clients to build custom investment strategies.
We provide comprehensive financial solutions for individuals and families, entrepreneurs, professionals and retirees.
Our deep client relationships give us a unique understanding of our clients’ challenges and opportunities.
McKenna Capital, Inc.
Wheaton, IL
(312) 505-0091 | charlie@mckennacorp.com