McKenzie Investment Advisors LLC

McKenzie Investment Advisors LLC provides portfolio management, written financial planning, and consolidated investment reporting services primarily for institutional and pooled investment clients as well as other entities such as foundations, retirement plans, and trusts. The firm establishes individualized investment policies through client interviews and an investment‑objective questionnaire and manages accounts on a discretionary or non‑discretionary basis.

The firm’s investment process blends fundamental, technical, and cyclical analysis and may employ long‑ or short‑term positions in equities, mutual funds, fixed‑income securities and, where appropriate, margin, options, structured products, and leveraged or inverse ETFs. McKenzie also delivers client financial plans, uses eMoney for comprehensive reporting that can include excluded assets, and recommends or allocates assets to third‑party investment managers as part of its services.

Notably, McKenzie is affiliated with a broker‑dealer (McKenzie Investment Bank LLC) and several advisory personnel are also registered representatives of that broker‑dealer, a relationship the brochure discloses as a potential source of conflicts of interest. The firm’s practice of recommending and selecting other advisers — including the ability, when acting discretio narily, to reallocate or replace third‑party managers without consulting clients — together with its dual broker‑dealer affiliation and staff time split between advisory and broker‑dealer activities, distinguishes it from most peers in this category.