|
 |
The MCM Advantage
Service
All of our clients work directly with a senior Portfolio Manager who is responsible for the investment decisions in their portfolio. We do not employ "Relationship Managers" or salespersons who do not have any input in the investment decision process. Our portfolio managers are limited to 75 or fewer client relationships. This ensures the highest possible level of service and communication. Our goal is to build rewarding long term relationships and to serve as a trusted principal advisor.
Customization
Clients with similar profiles may require different approaches to meet their goals. We take the time to understand each client's needs and develop a plan specifically for them. We provide a written investment policy statement which addresses such issues as asset allocation, time horizon, risk tolerance, low cost basis holdings, and capital gains constraints.
Experience
Our investment professionals average over 20 years of industry experience. Most of our professionals hold the CFA Charter and half have earned a graduate degree. Our portfolio managers have the background and knowledge to provide guidance on everything from asset allocation to hedging strategies.
Discipline
We adhere to the belief that following a disciplined investment philosophy rather than chasing fads and trends is the foundation for good long term results. We believe that attention to risk is just as important as attention to return. Our decisions are guided by a consistently applied emphasis on quality and attractive valuation.
Independence
We are 100% employee owned; resulting in low turnover of key employees.
|
