MARYSVILLE — John McKeon, CEO of McKeon Financial, has earned a top-20 spot on the top producers list, based on the highest levels of production, with his broker-dealer, Independent Financial Group (IFG). IFG is based in San Diego, CA and has approximately 430 representatives. McKeon has achieved the top producers list two years running.
“Our investment approach at McKeon Financial is much more similar to that of the Harvard and Yale Endowment Funds, than that of the traditional equity investors, who have typically limited portfolios to varying levels of stock, bond and mutual funds. This type of management tends to be more passive in an effort to wait for the markets to go up. Over the past 10-plus years, the Harvard and Yale Endowment Funds have outperformed other endowment and pension funds, which have in turn outperformed the average equity investor. True diversification allows you to build portfolios designed to go up in value when markets go up and is designed to limit the downside when the markets decline.” said McKeon. “What I have attempted to do at McKeon Financial is to diversify my client’s portfolios with many of the same types of investments these endowment funds invest in and with similar allocations, utilizing publicly registered companies and investment products that are suitable and available to my clients thru my broker dealer, Independent Financial Group.”
Free investment seminars are held once a month at the office 1507 172nd St NE Marysville, the schedule can be found at www.mckeonfinancial.com or by calling 360-652-4244.