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Keith McCarthy, Financial Advisor

keith@onedayinjuly.com | (203) 554-9466


Keith McCarthy is a Managing Partner and co-founder of Shelburne Fiduciary Partners. Keith has over 25 years of experience in investment management and is responsible for business development, strategy, and managing client relationships.

Keith has held positions in trading and portfolio management at Lehman Brothers, TD Waterhouse, Gruntal & Company, and Weiss, Peck & Greer, where he was a bond trader and portfolio manager.

In 2007, Keith moved to Vermont and joined Dwight Asset Management as a portfolio manager, leading the municipal sector. Keith left Dwight after it was purchased by Goldman Sachs, and returned to Connecticut to pursue a graduate degree. Keith holds a B.S. in Justice and Law from Western Connecticut State University and a Masters in Public Policy from Trinity College in Hartford, Connecticut. Keith served with the US Army's 10th Mountain Division.


Risk Management

We utilize our fixed-income allocation to dampen volatility and provide an element of stability in down equity markets.

Philosophy

Controlling costs is paramount. Lower costs have a material long-term impact on performance.

Portfolio Construction and Strategy

Once established, portfolio exposures are monitored on both an absolute and benchmark-relative basis to ensure that guideline compliance is maintained and that allocations remain within target ranges.

Keith McCarthy, Financial Advisor

keith@onedayinjuly.com | (203) 554-9466


Keith McCarthy is a Managing Partner and co-founder of Shelburne Fiduciary Partners. Keith has over 25 years of experience in investment management and is responsible for business development, strategy, and managing client relationships.

Keith has held positions in trading and portfolio management at Lehman Brothers, TD Waterhouse, Gruntal & Company, and Weiss, Peck & Greer, where he was a bond trader and portfolio manager.

In 2007, Keith moved to Vermont and joined Dwight Asset Management as a portfolio manager, leading the municipal sector. Keith left Dwight after it was purchased by Goldman Sachs, and returned to Connecticut to pursue a graduate degree. Keith holds a B.S. in Justice and Law from Western Connecticut State University and a Masters in Public Policy from Trinity College in Hartford, Connecticut. Keith served with the US Army's 10th Mountain Division.







Risk Management
Identify, monitor, and manage risk.
Index Funds
Broad market exposure, low expense.
Accounts We Manage
We manage a wide variety of accounts.
Our Fees
Consistently low fees.
Environmental Investing
Focused, sustainable investing options.
Environmental Articles
Sustainable, environmental insights by financial advisor Josh Kruk.
Philosophy
Prioritizing and planning for the future.
Mutual Funds vs ETFs
Clarifying the difference.
Frequently Asked Questions
Good questions, real answers.
Portfolio Construction
Construction & strategy
Timing the Market in 2020
2020 - a case study in the futility of market timing.
Active vs Passive Investing
We believe there is a winner in this debate.

Shelburne, VT Financial Advisor

Frank Koster | Josh Kruk | Keith McCarthy

5247 Shelburne Rd, Suite #101

Shelburne, VT 05482

(802) 777-9768

Darien, CT Financial Advisor

Available for meetings in Darien.

Keith McCarthy

(203) 554-9466


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