Investing with Integrity

Proactive portfolio management with over 100 combined years of industry expertise.

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SERVICE TYPES

Who We Serve

PRIVATE CLIENTS service type

PRIVATE CLIENTS

Families, Trusts, and Estates

ENDOWMENTS service type

ENDOWMENTS

Foundations and other non-profit entities

RETIREMENT PLANS service type

RETIREMENT PLANS

Including IRA, 403b and Profit Sharing Plans

CORPORATIONS & BUSINESSES service type

CORPORATIONS & BUSINESSES

Corporate cash, and fixed-income accounts

STRATEGY

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.

STRATEGY for McDonald Capital
RESOURCES

MCM Resources

Find Your Independent Advisor

Choosing the Right Advisor

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MCM 2020 Form CRS

Client Relationship Summary

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ABOUT MCM

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!

ABOUT MCM