A Dedicated Partner in Wealth Accumulation & Growth
PERSONAL ATTENTION. INTEGRITY. DEDICATION.
MCM provides a comprehensive approach to wealth management that pairs financial planning services with tailored investment portfolios aligned to your specific needs, goals, and risk profile. Accounts are managed individually, allowing our Portfolio Managers to build deep and long-lasting relationships with clients that often span generations. Our goal is to help simplify your financial life, plan for the future, and deliver attractive risk-adjusted returns over market cycles. Let us be your partner and advocate.
Why MCM
Independent
100% employee-owned and free from outside influence, we provide objective advice and customized solutions.
Customized Portfolios
Personalized parameters guide an asset allocation of stocks, bonds, and other securities.
Financial Planning
Our complimentary financial planning services are provided by our in-house team of 6 CFP® Professionals.
Lifetime Advisor
Not only your investment manager, we think holistically about all aspects of your financial life and help plan for the future.
High-Conviction
We pick individual securities and don’t time markets. Only the best ideas make it into our transparent and risk-appropriate allocations.
Fiduciary
We always put your interests ahead of our own with advice and guidance that best serves you and your finances.
Transparent
Straightforward process, results, and fee structure so you always know where you stand.
Research Driven
All investment decisions are made based on our robust in-house research.
White-Glove Service
Work directly with a seasoned portfolio manager & centralized planning team.
Our Services
We provide customized wealth and investment solutions through a collaborative process that’s focused on you.
- Complimentary Financial Planning
- Investment Management
- Stock & Bond Selection
- Asset Allocation
- Retirement Income Strategy
- Periodic Market Commentary & Insights
- Dynamic Client Portal & Performance Reporting
- Annual & Ad Hoc Review Meetings
- Professional Collaboration between advisors
- Access to Alternative Investments
What to Expect
A clear and consistent process is principal to our approach and your success.
Discovery Meeting
We meet with you by phone, in-person, or virtually to understand your full financial picture and outlook, assess what’s working and what’s not, and discuss the specific goals you want to accomplish.
Development & Implementation
We’ll recommend a risk-appropriate portfolio based on a clear and consistent investment strategy that aligns with your financial plan.
Ongoing Management
We monitor your portfolio and risk on an ongoing basis: performance reporting, rebalancing, tracking dividends and income, and completing investment due diligence.
Support & Communication
We take pride in helping our clients plan for the future, navigate life’s transitions, and manage the unexpected. Our highly accessible Portfolio Managers and client service team keep you informed and provide ongoing guidance for you and your loved ones.
We’ll Keep Your Objectives Under One Roof
Working side-by-side with your team of trusted advisors, we can develop an integrated strategy to help you build a better financial future.
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