Strategies for Financial Advisors


At MCM, we’re committed to helping you deliver great results to your clients through collaborative partnership and thoughtful solutions. We offer a range of high-conviction portfolios backed by proprietary research & a multi-faceted investment process. Our experienced investment teams emphasize individual security selection & risk-conscious management to deliver value across market cycles. When you partner with us, you gain access to institutional-quality strategies designed to address your clients’ unique needs & objectives.

Investment Philosophy

Our long-tenured investment teams manage distinct portfolios with these underlying principles in mind:

  • Independent and exhaustive research is essential to understanding a business.
  • Focus primarily on fundamental factors when analyzing and investing in securities.
  • We build portfolios of individual securities and don’t time the market.
  • Research and risk management are continuous processes.
  • Eliminate emotion from the investment and decision-making process.
  • Maintain a long-term perspective.

Cornerstones of Our Process:

MCM is an active, high-conviction investment manager founded on the principal that owning high-quality companies over long time periods can provide superior risk-adjusted returns. We take pride in our internal research and security selection of both equity and fixed income investments.

We screen agnostically for quality and growth metrics with no bands or restrictions. As long-term, fundamental investors, positions are typically held for at least 3-5 years. Our approach emphasizes the potential long-term health and growth prospects of a company rather than the short-term performance. We maintain a “watch list” of companies that we would buy at a designated price (internally generated price targets), allowing for sound decisions to be made regardless of the market environment.

Rigorous Analysis
Continuous Review
Sell Discipline

We Leverage Top Industry Technologies and Service Providers:

If you don’t see your preferred TAMP or custodian below, contact us to explore how to work with MCM.

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