Tactical investment management since 2015

Active capital,managed with discipline.

McConnell Chase Corporation is a family office and an aggressive tactical investment firm. We manage family capital actively to pursue above market returns, positioning long and short across rising, declining and sideways markets.

Accounts are opened by invitation.

Inside your portal

Current portfolio value
Return since inception and year to date
Contributions and withdrawals, itemized
Statements, reports and tax documents

You see your own accounts only. Reporting is as of the most recent valuation on file.

The firm

A family office, built on family capital.

McConnell Chase Corporation is a family office and an aggressive tactical investment firm. We are not buy and hold investors and we are not day traders. Family capital is managed actively, long and short, with the goal of generating above market returns through strategic positioning, disciplined risk management and opportunistic trading.

The firm began in 2015 as Kevward Investments, founded by Kevin Inyangetor and Chris Ward to manage the family's own capital. We have always been a family office and have never raised outside capital. The seed capital came from the family's food service business, and every decision is treated as though the family's wealth depends on it, because it does.

Established: 2015
Incorporated: 2020
Structure: Family office
Outside capital: None raised

By the numbers

Seed capital: $40,000
Outside capital raised: $0
Peak portfolio value: $450,000+
Largest annual return: 171%
Cumulative trading volume: $38M+
Years in the market: 11+

Trading volume is the total value of securities sold, not revenue and not profit.

Since 2015

Eleven years, built one decision at a time.

The firm has grown out of its own results rather than outside capital. Here is how that happened.

2015
Kevward Investments is founded as a family office by Kevin Inyangetor and Chris Ward, to manage the family's own capital. The same year, the two launch a food truck together, and Kevin steps back from it within a year.
2017
Chris Ward has grown the food service business to six locations across wholesale, fast casual, catering and special events, while personal investment activity expands and the framework for a formal investment business takes shape.
2020
Incorporated as McConnell Chase Corporation, formalizing the family office structure that had been running since 2015.
2021
The family's food service business is sold. The $40,000 of proceeds become the seed capital for the firm's managed account, which grows from there through active equity and ETF investing.
2022
A record year, with an annual return of 171% and portfolio assets growing beyond $355,000.
2023
Surpassed $22 million in annual trading volume and expanded tactical market exposure through active long and short strategies.
2024
Continued evolution of the investment process through leveraged ETFs, sector rotation and disciplined portfolio management.
2025
Portfolio value exceeded $450,000, establishing a new high water mark for the firm.
2026
Building a formal investment management platform around tactical growth, active risk management and institutional style performance reporting.

How we invest

Six disciplines, applied without exception.

Our process is deliberately structured and repeatable. We combine tactical allocation, active management and opportunistic trading, and we measure the result against clear metrics rather than how a position feels.

Tactical asset allocation

Capital goes where risk adjusted returns look most attractive rather than into fixed weightings we hold out of habit. Allocation shifts as conditions change.

Active portfolio management

Open positions are monitored continuously and judged on their contribution to total portfolio performance, not on how long we have owned them.

Long and short positioning

We are not biased toward one market direction. Bullish and bearish environments both present opportunities, and the portfolio is positioned for either.

Leveraged and inverse exposure

Leveraged ETFs, inverse ETFs and short sales are part of the toolkit, used tactically and always against a defined position size.

Gradual capital deployment

Positions are built over time and scaled as conditions warrant, with purchases added on pullbacks, liquidity kept for what comes next and no excessive concentration in any single position.

Risk management first

Position sizing, portfolio concentration, market exposure, drawdown and liquidity are reviewed continuously. Returns follow from a structured, repeatable framework.

In the toolkit

Growth oriented equities
Exchange traded funds
Leveraged ETFs
Inverse ETFs
Short positions
Tactical cash reserves

Client reporting

Everything your capital is doing, in one place.

Performance you can follow

Portfolio value, return since inception and period returns, tracked from every valuation recorded on your account rather than one snapshot each year.

Capital in and out, isolated

Every contribution and withdrawal is itemized, so what you see is investment performance and not the effect of money moving in or out.

Risk and exposure

Position sizing, portfolio concentration, exposure by asset class and market direction, cash utilization and drawdown levels, reported beside the return they produced.

Statements and documents

Period statements, performance reports and tax documents, held in one place and ready to download whenever you need them.

How it works

We manage the capital

Positions are built and scaled tactically, with risk, concentration and liquidity reviewed continuously.

Returns are calculated

Deposits and withdrawals are taken out of the arithmetic, so what you see is investment performance.

You sign in and see it

Value, return and full account history are waiting the moment you log in.

McConnell Chase

Corporation

CapitalDisciplineGenerations