Frequently Asked Questions


Sit down with Tim Meyer for answers to some of the more commonly asked questions. Or call at anytime and talk to him yourself, 513-772-3600. 

Company Overview      Client Relationships
MCM Background          Risk Management
Getting Started              Advice 

 
Company Overview

What's Tim Meyer's background in financial management?


 

MCM Background Back to the top

What's Tim Meyer's background in financial management?

What's Tim Meyer's background in financial management?

It seems like most people hesitate to speak with a financial adviser. What makes MCM different?

It seems like most people hesitate to speak with a financial adviser. What makes MCM different?

What services does MCM provide?

What services does MCM provide?

What is the difference between a Registered Investment Adviser and a broker?

What is the difference between a Registered Investment Adviser and a broker?

Does MCM follow standard financial compliance laws?

Does MCM follow standard financial compliance laws?
 
 
 

Getting StartedBack to the top

What's the reason MCM's clients initially seek out MCM's services?

What's the reason MCM's clients initially seek out MCM's services?

What's the typical profile of an MCM client?

What's the typical profile of an MCM client?


How should one choose a financial adviser?

How should one choose a financial adviser?

Do I have to sell my other investments to become an MCM client?

Do I have to sell my other investments to become an MCM client?


What type of account qualifies for MCM management?

What type of account qualifies for MCM management?


What are the fees for MCM's services?

What are the fees for MCM's services?



Can my investment fee be deducted directly from my portfolio?

Can my investment fee be deducted directly from my portfolio?

 
 
 
Client RelationshipsBack to the top

What can I expect in my first meeting with MCM?

What can I expect in my first
meeting with MCM?

How often do you meet with clients?

How often do you meet with
clients?


How does MCM communicate with its clients?

How does MCM communicate with
its clients?

Can MCM clients trade their own securities within their portfolios?

Can MCM clients trade their own
securities within their portfolios?


What happens if I want to end my relationship with MCM?

What happens if I want to end
my relationship with MCM?

 
 
 

Risk ManagementBack to the top

How secure is my account with MCM?

How secure is my account with
MCM?

What kind of return can I expect?

What kind of return can I expect?



What's to prevent MCM from stealing my money?

What’s to prevent MCM
from stealing my money?
 
 
 

AdviceBack to the top

In these hard economic times, does MCM have any advice?

In these hard economic times,
does MCM have any advice?