Services

Custom Portfolio

Designed for investors with $250,000 or more of established investable assets. MCM crafts custom, separately managed portfolios specific to the unique goals of each individual client. Portfolios typically include a diversified array of asset classes and security types, such as individual common stocks, preferred stocks, investment grade bonds, etc. The overarching purpose for Custom Portfolio investors is to preserve and grow established wealth while meeting all other personal and financial objectives.

Growing Investor Program™

Designed for those who are newer to investing or just beginning to accumulate investable cash assets. MCM offers professional investment management beginning with as little as $1,000. Growing Investor portfolios are well-diversified, commonly utilizing exchange traded funds and mutual funds. The objective for Growing Investor clients is to grow the portfolio through a combination of periodic cash contributions and investment rate-of-return, in preparation for transition to a Custom Portfolio.

Financial Planning

Designed for our Custom Portfolio and Growing Investor clients. MCM’s CERTIFIED FINANCIAL PLANNER™ professionals create comprehensive financial plans and adapt them when life inevitably changes. Financial planning helps clients realize their life goals by combining our investment management expertise with in-depth analysis of the key elements of their financial lives. Your goal may be a home, a family, education, or retirement, but reaching it often requires a plan to get there. English author, Lewis Carroll, said, “If you don’t know where you are going, any road will get you there.” So it goes for our financial lives as well.