Robert J. McKenna, ChFC, AIF / Financial Advisor in Delmar, New York

Welcome to RJM Investments.

I founded RJM Investments in 2002 to bring my own style of personalized, objective and careful portfolio management to Capital District professionals. Most importantly, I offer independent, fee-only investment advice.

RJM Investments is a small firm, and that’s the way my clients like it. At RJM, small means that you can expect the complete attention and full availability of me, not an associate. I answer my own phone. As a fee-only fiduciary, I am paid solely by my clients, and I never accept fees or commissions from third parties. As your fiduciary, I am legally required to always act in your best interests. This is a responsibility that I take most seriously.

I believe that a carefully allocated, well-diversified portfolio of no-load mutual funds offers the highest probability of long-term investment success with the lowest risk of under-performance. As over 95% of the portfolios that I manage are retirement accounts, my first goal is to protect principle and then earn a reasonable return. I am not trying to beat the stock market every year. My practice is to follow and recommend that my clients follow solid, time-tested fundamentals of investing that maximize the likelihood of long-term investment success.

My intention is to work with my clients for the rest of their lives.

Services listed below relating to product sales are shown only to indicate an area of expertise for consultation and advice, no products are sold by this firm.

Specialties

401K Consulting 403B Plans Annuities & Life Insurance Disability Income & Long Term Care Insurance Fee Only Fiduciary Independent Investment Advisor Investment Consulting Investment Policy Statements Investment Services IRA Mutual Funds Retirement Distribution Plan Socially Responsible Investments Sustainability