Understanding Client Goals

Our team of investment professionals has decades of experience working with individuals and families.

Our comprehensive wealth planning and investment process begins by understanding each client’s:

• Current financial situation and investments
• Future goals and income needs
• Tax status
• Education funding needs
• Wealth transfer plans

Customizing a Strategy

We analyze your needs and recommend the right solution or combination of solutions. These services include:

• Evaluation of current portfolio
• Asset allocation analysis
• Cash flow analysis
• Capital gain constraints
• Managing concentrated positions
• Coordinating with tax & legal professionals

Providing a Written Investment Policy

We provide every Client with a detailed and comprehensive written investment policy statement which outlines:

• Goals & objectives for the portfolio, including cash flow requirements
• Client specific constraints such as capital gains limitations and security specific prohibitions
• Recommended strategy and asset allocation guidelines
• Guidelines defining the flexibility MCM may use to achieve goals & objectives

Executing the Plan

Establishing the plan is only the first step. Once the plan is in place, we seek to implement the strategy in a timely and efficient manner.

Monitoring Holdings

We monitor and rebalance portfolios on an ongoing basis to reflect market conditions.