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.