You Should Have Questions About How Your Money is Managed. It's Your Future.

Our scalable fees begin at 1.0% for the first $1.0 million in managed assets, measured at a “household” or relationship level, scaling down thereafter. Please see our SEC Form ADV filing for more complete information regarding our fee schedule.

As a registered investment advisor, we do not custody assets. We utilize respected institutional custodians such as Charles Schwab & Co. and Fidelity Investments to hold client assets. Both of these firms have well developed, dedicated support teams to match their considerable experience working with independent advisors in providing independent, third party verification of positions and transactions.

We generally impose a negotiable minimum size of $250,000 for separately managed accounts, and there is currently no minimum relationship size for either retirement plan services or consulting clients. Please see our SEC Form ADV for more information.

No, MCM is an independent investment advisor.

MCM only manages discretionary portfolios. Each transaction initiated by MCM is in behalf of the client pursuant to their unique investment policy statement (IPS), which in turn is based on their long term goals, objectives, and constraints.

We are a fee-only firm, which means we are only compensated by clients. We do not accept fees or compensation based on product sales.

Our team not only has 100 combined years of industry experience, but within our team we also have two Chartered Financial Analysts, two PhDs, and three Master's degrees. See their individual details and qualifications.

Chartered Financial Analyst (CFA) is the highest distinction in the investment management profession. Not only does it require passing rigorous exams, it also requires completing qualified work experience and submitting references.

First, we work with each client to create attainable, realistic, and easy to measure goals. We know that every client has different goals and timelines. Second, we define success as the ability to achieve financial returns which meet mutual expectations and achieve demonstrable long term progress toward each client’s investment policy, goals, and objectives.

Since we use the team approach, there's always someone available, who is familiar with your portfolio, to talk with. We believe that having a team approach results in investment success and client satisfaction.

Fill out the contact form at the bottom of the page. We can't wait to be part of your long-term financial security.

• Private clients, including: families, trusts, and estates
• Endowments, foundations, and other non-profit entities
• Retirement plans
• Corporations and business interests

We work with a diverse group of private and institutional clients with varied backgrounds, circumstances, and needs. Our clients demand superior financial market expertise, industry experience, credibility, as well as professional, proactive portfolio management.