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Cincinnati Business Courier Stock Contest Winner

Our first investment is in you

Handcrafting custom portfolios since 1996

About Us

Integrity

Your investment advisor should be more than just honest, they should earn your confidence by being free of conflicts of interest. There’s a word for that. It’s called fiduciary. MCM is proud to be one.

Discipline

The greatest investment you can make is in yourself. That takes commitment and discipline. Many people find a little help is all they need to stay on track. That’s where we come in.

Genuine Care

Your money and financial life are sensitive and private. Engaging a professional partner to manage it is equally personal, so competence alone isn’t enough. Genuine caring, personal responsibility, and steadfast reliability are at the heart of the MCM client experience.

Meticulous Attention to Detail

Not sweating the small stuff may work for some, but not in our world, managing your money. You want us to sweat every detail…and we do.

Your investment advisor should be more than just honest, they should earn your confidence by being free of conflicts of interest. There’s a word for that. It’s called fiduciary. MCM is proud to be one.

The greatest investment you can make is in yourself. That takes commitment and discipline. Many people find a little help is all they need to stay on track. That’s where we come in.

Your money and financial life are sensitive and private. Engaging a professional partner to manage it is equally personal, so competence alone isn’t enough. Genuine caring, personal responsibility, and steadfast reliability are at the heart of the MCM client experience.

Not sweating the small stuff may work for some, but not in our world, managing your money. You want us to sweat every detail…and we do.

Why work with MCM?

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.

Tim Meyer

President & Chief Investment Officer

We pay meticulous attention to our clients' needs. And we do it in extraordinary ways.

Alison Belew

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.

Amanda Walden

Associate Director, Portfolio Administration

We hold ourselves to the highest standards to continually exceed our clients’ expectations.

Lana Smith

Portfolio Administrator

About Us

We are financial craftsmen, honing our skills for more than 25 years. Learn more about the people behind MCM.

Our Clients

No two clients are exactly alike, and their portfolios shouldn’t be either.

Is MCM for you?

We know you have a lot of choices. Let’s make sure your needs and our services align.

Contact Us

Talking with us is free. If you’d like to know more or schedule a conversation, we are here when you’re ready.