THE ART & Science of Investing


Learn More                 

Portfolio Research Partners

  Add Alpha To Your Portolio Today

About Stephen McKay





Stephen M. McKay, BS, MBA, CPA

Mr. McKay is the founder, Chief Executive Officer and Editor-in-Chief of Financial Publishing Associates, LLC which publishes various financial newsletters as Portfolio Research Partners.

Prior to founding Portfolio Research Partners, Mr. McKay spent 27 years in the telecommunications industry. He served as Chief Operating Officer and then Chairman & Chief Executive Officer of two venture capital funded companies. Both companies were sold to larger competitors during the boom times of the telecom industry. In one case the buyer was a subsidiary of General Electric.

After retiring from the telecommunications industry in 2002, Mr. McKay formed an investment partnership to focus on special situation opportunities with a total capitalization of $1 million. When all assets were liquidated in 2006, the fund realized over $50 million in gains. The average investor in the fund received a return of 25 times their original investment in just four years.

The driving force behind the formation of Portfolio Research Partners was Mr. McKay’s experience with the wealth management industry.

“I learned two important things after receiving the proceeds from the investment partnership. First is when you have money there is always someone trying to take some of it from you. And second, no one cares as much about your money as you do."

“I formed Portfolio Research Partners to help individual investors manage their own portfolios within a professional construct focusing on capital preservation, growth and income while keeping risk management at the forefront of the investment thesis. In doing so, we help you to avoid the significant recurring industry fees which greatly dilute portfolio returns."

Mr. McKay has been an active investor in markets since the late 1970s and has studied many different investment strategies.

“After listening to all of the so-called experts and talking heads on CNBC and other media outlets, I have come to the conclusion that everyone always talks their own book, meaning that they have some vested interest in their point of view. The real key to making the markets work for you is to get to the root of what moves markets. That simple answer is Supply & Demand. Understanding the balance of power between supply & demand is the key to being fully invested at the proper time and to seek safety during volatile times. The writing and methods of Richard Wyckoff outline this approach to markets in the most succinct and understandable way I have found. All of Portfolio Research Partners analysis is underpinned by this philosophy”.

Mr. McKay developed all of the proprietary analytics used by Portfolio Research Partners analysts to form opinions and to make recommendations.

Mr. McKay holds a BS in Political Science & Economics and MBA in Finance. He is a Certified Public Accountant and a member of the American Institute of Certified Public Accountants.

In 1989 he was named an Adjunct Professor in the Graduate Business School at Webster University, St. Louis, MO.