Jared McKie

General Manager at RSM US Wealth Management LLC

Jared McKie

Jared McKie

General Manager at RSM US Wealth Management LLC

Overview
RelSci Relationships

296

Relationships
RelSci Relationships are individuals Jared McKie likely has professional access to. A relationship does not necessarily indicate a personal connection.

President & Chief Executive Officer at RSM US Wealth Management LLC

Relationship likelihood: Strong

Chief Financial Officer at RSM US LLP

Relationship likelihood: Strong

Partner at RSM US LLP

Relationship likelihood: Strong

Chief Operating Officer at RSM US LLP

Relationship likelihood: Strong

Chief Operations Officer at RSM US Wealth Management LLC

Relationship likelihood: Strong

Chief Compliance Officer at RSM US Wealth Management LLC

Relationship likelihood: Strong

Partner at RSM US Wealth Management LLC

Relationship likelihood: Strong

Partner at RSM US Wealth Management LLC

Relationship likelihood: Strong

Partner at RSM US Wealth Management LLC

Relationship likelihood: Strong

Partner at RSM US Wealth Management LLC

Relationship likelihood: Strong

Paths to Jared McKie
Potential Connections via
Relationship Science
You
Jared McKie
General Manager at RSM US Wealth Management LLC
Career History
General Manager
Tenure Unconfirmed

RSM US Wealth Management employs a multi-step due diligence process including quantitative screening, qualitative screening, a review and approval process, as well as ongoing review to determine investments for client portfolios. Investments are selected based each client's unique investment objectives, risk tolerance, and time horizons, among other considerations. RSM's recommendations include mutual funds, ETFs, separate account managers and individual bonds. Investments in bonds are limited to those that are investment grade at the time of purchase. RSM typically uses outside consultants in the areas of private placements (hedge funds) and separately managed accounts. RSM's investment approach focuses on long-term investment strategies that incorporate the principles of modern portfolio theory. They emphasize the development of broadly and globally diversified portfolios. RSM focuses on the issues and concerns of their clients, and tends to avoid decisions based on emotion or short-term forecasts. They purchase securities with the intent of holding them in the client's account for a year or longer.

Other Affiliations

Jared McKie is affiliated with RSM US Wealth Management LLC

This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by Jared McKie. The use of any trade name or trademark is for identification and reference purposes only and does not imply any association with the trademark holder. The Presence of Jared McKie's profile does not indicate a business or promotional relationship of any kind between RelSci and Jared McKie.