Investing with Integrity
Proactive portfolio management with over 100 combined years of industry expertise.Contact Us
Who We Serve
Families, Trusts, and Estates
Foundations and other non-profit entities
Including IRA, 403b and Profit Sharing Plans
CORPORATIONS & BUSINESSES
Corporate cash, and fixed-income accounts
Our Strategy For Success
Our asset management process includes comprehensive initial and periodic reviews of your objectives and constraints in order to develop an investment policy statement. We place a strong focus on internal research and analysis and have a proven track record of quality service and strategic portfolio management.
What You Can Expect
As an SEC-registered investment advisor (RIA), MCM has a fiduciary duty to manage client assets in a manner consistent with their best interests, utilizing available resources, information and investment opportunities. Our fiduciary responsibility extends far beyond the notion of whether individual investments are suitable. Our experience with wide-ranging, portfolio assets include individual equities, ETFs, individual bonds, and other diversified instruments designed to keep your portfolio balanced and efficient. Fill out the form below to schedule a meeting to see if we're a good fit for you!