Personal Attention, Integrity & Dedication
Founded in 1978, MCM is an independent investment management firm serving high net worth and institutional investors. Our experienced professionals are highly committed to providing investment advice and portfolio management solutions.
Our multi-faceted investment process has been in place for over four decades. Quantitative screens and qualitative analysis help us to identify investment opportunities, which are presented and examined by our investment committee, who work together to evaluate expected returns and potential portfolio allocations. Opportunities are implemented in portfolios designed around the specific needs and objectives of a client.
The history of our success and growth is largely attributable to the quality of our people. Our investment professionals have deep investment expertise and a strong commitment to MCM’s research-based investment processes. Our strategies are the end result of ideas borne individually from the team and opportunities selected collectively by the investment committee.
We design solutions based on a client's tax and income needs, risk tolerance, and time horizon. We work with our clients' estate planning, insurance, and accounting advisors in order to understand all aspects of a client’s situation and to incorporate those considerations into tailored investment plans.