"Our investment strategies are dedicated to reducing risk to invested capital while seeking long term wealth creation, thus providing an income that can be relied upon for one’s entire retirement”
 

A Tailored Approach to Your Portfolio:

The McCrady Rourke Advisory offers more than just investment advice. Managing investments to ensure growth, preservation and income flow is the heart of what we do. Each client has different circumstances that we must invest portfolios within. One’s stage of life, and tolerance for risk is unique to each individual. Sean worked with Ross McCrady for 23 years prior to Mr. McCrady's retirement after 50 years in the industry. Today, Sean continues managing one of the firms top Advisory Practices with over 25 years of industry experience.

Our Investment Philosophy:

Once the appropriate mix of risk, and reduced risk assets are agreed upon by the client, we will implement an investment strategy on behalf of the client. This may include discretionary portfolios that include Growth stocks, Dividend stocks, Quantitative trading strategies, Bonds, Preferred Shares, or Alternative Investment strategies, otherwise more commonly known as Hedge(d) funds.

Clients We Attract:

High Net Worth Families, Successful Business Owners, Professionals, all who are “Accredited Investors”. We also deal with Institutional clients such as Charitable Organizations, Foundations, Trust Funds, and Corporations.