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George McKelvey Company, Inc.

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George McKelvey Company, Inc.

Overview:

George McKelvey Co., Inc. is a full service investment firm that designs and manages individual investment strategies for its clients. We have a total of nine advisors including three managing partners. The nine advisors have been with the firm an average of 14 years.

Unlike most firms, no clients belong to an advisor; all clients are clients of the firm. This permits us to assign two advisors to each account, thereby providing
seamless coverage of the account. It also permits us to change advisors if a client’s objectives change, for example, from growth stocks to trusts and estate planning. We have thirteen staff members supporting our advisors.

History:

Our company’s roots begin in Wall Street in 1917 when George McKelvey, Jr. (1897-1976) entered the investment business. George McKelvey worked on Wall Street for more than five decades as a partner and the head of the tax exempt bond departments of several New York Stock Exchange firms. He was the author of numerous articles on tax exempt financing
particularly related to toll roads. He served as Financial Advisor for the New Jersey Turnpike, the Garden State Parkway, the Atlantic City Expressway, and the New Jersey Highway Authority under several governors. (View a pdf of George McKelvey's article "A Real Look
at Turnpike Bonds" from The Commercial and Financial Chronicle, June 21, 1956.)

In 1960, he and Elizabeth McKelvey (1906-1999), his wife and partner, founded George McKelvey Co., Inc. Elizabeth McKelvey’s career also began on Wall Street where, in the 1920s, she worked first as a secretary and then as a broker's assistant at E.F. Hutton. She served
during the 1929 crash and moved to Darby and Company, a municipal bond specialist, in 1931 where George McKelvey was a co-owner.

George McKelvey Co., Inc. is now well into its second generation of leadership.

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