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.
100% employee-owned and free from outside influence, we provide objective advice and customized solutions.
Personalized parameters guide an asset allocation of stocks, bonds, and other securities.
Not only your investment manager, we think holistically about all aspects of your financial life and help plan for the future.
We pick individual securities and don’t time markets. Only the best ideas make it into our transparent and risk-appropriate allocations.
We always put your interests ahead of our own with advice and guidance that best serves you and your finances.
Straightforward process, results, and fee structure so you always know where you stand.
All investment decisions are made based on our robust in-house research.
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.
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.
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.