Strategies for Institutional Investors

Independent Thinking. Tailored Investment Portfolios. Personalized Service.

As independent wealth and investment advisors, we understand the complexities of investing and what it takes to manage your organization’s assets. We work with you to develop custom investment portfolios specific to your unique objectives, demands, and risk profile. To help ensure that your needs and goals are met now, and in the future, we provide the resources and support you need to stay informed and engaged.

Services We Offer

We specialize in building customized, risk-appropriate portfolios that help institutional investors advance towards their long-term goals.

  • Customized Investment Portfolios
  • Participation in Investment Committee Meetings
  • Periodic Market Commentary & Insights
  • Transparent Process, Fees, and Results
  • Dynamic Online Portal
  • Performance Reports
  • Professional Collaboration Between Advisors
  • Access to Alternative Investments


  • Disciplined Investment Process
  • In-House, Proprietary Research
  • Proven Investment Management Expertise & Team Continuity
  • Client-Focused Service Model
  • 100% Independent & Employee-Owned
  • With CFP® professionals & CFA® charterholders on staff, we serve a wide range of investment and wealth management needs

Our Strategies

MCM offers a range of high-conviction portfolios backed by proprietary research and consistent application of our multi-faceted investment process. Our seasoned investment teams work across asset classes and investment styles to address the complex demands and constraints of our institutional clients. We emphasize individual security selection and risk-conscious management to deliver value across market cycles.

Interested in Learning More?

Contact Us