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At MCM, we understand clients seek a delicate balance between potential return and a specific level of desired risk. |
Balanced Many of our clients want their investments to deliver equity-like returns, but prefer a level of protection against the volatility of equity markets. To balance this desire for risk and return, we complement our equity strategy with our fixed income approach to lessen the impact of the unpredictable nature of stock market movements. The result is a balanced strategy that provides our clients with income, capital preservation, and the potential for long-term growth. While our typical balanced portfolio tends to allocate at least 25% to fixed income securities and between 30 – 70% to stock investments, we can provide any level of customization based upon a client’s specific needs. These ranges generally serve as investment guidelines for our portfolio managers as they make necessary and appropriate tactical allocation shifts to a portfolio over time to meet a client’s objectives. Our equity strategy seeks maximum long-term capital appreciation. We focus our research efforts on high quality companies in growing industry groups. Our portfolio management team employs a mix of proprietary quantitative screens with fundamental, bottom-up company analysis to identify quality growth prospects. To add a level of enhanced return, we also secondarily seek mispriced investments which we believe add increased diversification and dividend yield, and can serve to propel the performance of our concentrated composite. Our fixed income strategy is constructed to protect principal, generate income, and complement equity allocations. Our solutions offer exposure to well-diversified securities that have varying maturities and credit qualities. These strategies are based on a client’s objectives, risk tolerance and tax status.
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