Handcrafting custom portfolios since 1996About Us
The personal approach MCM’s caring professionals provide to clients is a top priority and a key part of our commitment to you.
We’re not brokers and we’re not salespeople. That means we provide fiduciary financial guidance to help clients preserve and grow their wealth.
Ultimately, our goal is to deliver enhanced peace of mind, as you go about your busy life…knowing that your financial security is receiving the time, care and attention it deserves.
The greatest investment a person can make is an investment in themselves.
President & Chief Investment Officer
We pay meticulous attention to our clients' needs. And we do it in extraordinary ways.
Director, Portfolio Administration
We sweat every...single...detail, so that our clients can sleep better at night.
John Meyer, CFP®
Director, Portfolio Management
Our clients count on us to stay focused on giving their financial life the time, care and attention it deserves.
Associate Director, Portfolio Administration
We hold ourselves to the highest standards to continually exceed our clients’ expectations.
We’re not opposed to mass financial strategies; we’re just waiting for two of our clients to be in the exact same financial situation.
Investment Operations Specialist
Trust, integrity, and reliability are the bedrock of everything we do. I’m proud to help make that happen.
We are financial craftsmen, honing our skills for more than 25 years. Learn more about the people behind MCM.
We know you have a lot of choices. Let’s make sure your needs and our services align.