MCM is an independent investment management firm
serving high net worth and institutional investors.
Our success is aligned with the satisfaction of our clients, and we approach every new relationship with careful consideration. We strive to understand all aspects of their financial situation and to incorporate those considerations into tailored investment plans. Clients have a dedicated portfolio manager who understands their goals and objectives.
We understand that each client is unique. Because we do not sell proprietary investment products, we have greater flexibility to create customized portfolios. We provide distinct investment offerings spanning Equity, Balanced and Strategic Income. Access to multiple strategies enables clients to achieve enhanced diversification and the desired blend of risk and return objectives.
Quantitative screens and qualitative analysis help us to identify investment opportunities. Our portfolio managers work together as an Investment Committee to evaluate expected returns and potential portfolio allocations. Investment ideas are implemented in portfolios designed around the specific needs and objectives of each client. We stay committed to our investment process in all market environments.
Our clients are kept apprised of their investment portfolios with simple, easy to understand statements and ongoing communication including:
- Online Account Access
- Periodic Client Meetings
- Client Transaction Reports
- Quarterly Manager Commentary
- Quarterly Portfolio Appraisals
- Quarterly Performance Reports