fit your unique requirements

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.