About Us

Helping Bridge Investment Goals Into Reality

Since 1931, CS McKee has been helping institutional investors navigate financial markets with a steady hand, disciplined strategies, and an unwavering commitment to their success. While our investment approach is rooted in time-tested principles, we’re always evolving — balancing consistency with fresh insights to adapt to an ever-changing financial landscape.

What does it look like in practice?

We take a disciplined, research-driven approach to managing assets, staying true to our proven philosophy and process while embracing innovation where it adds value. At the end of the day, it’s all about our clients and helping them achieve their financial goals with the personalized service, dependability, and partnership they’ve come to expect from us.

Proudly Serving a Wide Breath of Institutional Clients

Our hallmarks of exceptional client service and time-tested investment strategies have earned the trust of a diverse roster of institutional clients. While we got our start in Pennsylvania, our clientele now spans across the country, reflecting our national reach and reputation.

Our Client are Our Partners

With a commitment to dependability, long-term performance, and personalized attention, we deliver tailored service that aligns with each client’s unique circumstance. At the core of our relationships is a commitment to outstanding service for you and your fiduciary partners, including consultants, plan sponsors, administrators, and auditors.

Impacting the Communities We Serve

At CS McKee, we believe in making a meaningful difference beyond investment management. This is reflected in actively supporting our clients’ initiatives & events, volunteering our time, and participating in programs that strengthen local communities. From coaching and mentoring to hands-on service and charitable giving, our team is proud to contribute to the causes our clients and communities champion. These shared efforts reflect our commitment to building relationships rooted in purpose and positive impact.