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A Registered Investment Advisory Firm

Welcome to McFee Financial Group

McFee Financial Group, Inc. is a client centered professional organization providing quality insurance and investment strategies to accomplish client strategic purposes.

Prudent Man Rule

 "All that can be required of a trustee to invest is that he shall conduct himself faithfully and exercise a sound discretion.  He is to observe how men of prudence, discretion, and intelligence manage their own affairs, not in regard to speculation, but in regard to the permanent disposition of their funds, considering the probable income, as well as the probable safety of the capital to be invested."  -  Justice Samuel Putnam

In 1830, Massachusetts Supreme Judicial Court Justice Samuel Putnam established The Prudent Man Rule, a legal foundation for responsible money management.  

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