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MCA Registered Investment Advisors

Investment Services

Our service flows through a partnership we would establish with you, beginning with a keen understanding of your financial goals. We agree with the old adage “if you don’t know where you want to go, any road will take you there.” Instead, we’ll take the time to learn about you or your business and help you plan a holistic (and realistic) path to your financial destination.

We work with individuals every day. We also work with companies, including not-for-profits and charitable trusts. Our areas of focus include:

  • Wealth Management Strategies

  • Stock and Bond Portfolios

  • 401(K) and Profit Sharing Retirement Plans

  • Non-Profit Investments

  • Trust and Foundation Investments

  • Retirement Planning

  • Estate Planning

  • Insurance Evaluations

  • Charitable Trust Investments

  • Transition Planning

  • Mutual Funds and Exchange-Traded Funds

What Makes Us Unique

In-House Money Management and Financial Planning

Many brokerage firms and advisory firms outsource their money management or financial planning. Our advisory services are all in-house, including the portfolio manager, financial planner, and the client account administrators. The people who help with client questions and concerns are the same people who manage clients’ portfolios and execute the trades. Our entire staff is knowledgeable of each client’s individual situation and is dedicated to our clients’ financial well-being. As a client, you are given direct access to your primary portfolio manager, who studies the market and monitors your account on a daily basis.

Fee-Based

Because we are fee-based, we are able to offer advice without commission or quota pressures. Our clients pay us directly and we receive no additional income from any other source. The fee we are paid is based upon a percentage of assets under management, which motivates us to do the best we can to grow our clients’ accounts and reduce expenses charged to the account.

Customized Portfolios

Managing assets in-house gives us a great deal of flexibility in portfolio design, implementation and management. Accordingly, we are able to design individual portfolios for each client. Our primary focus is to build portfolios that are uniquely suited to each client’s individual needs and goals, and we actively manage those portfolios to the client’s risk tolerance and specific objectives.

Reporting and Portfolio Review

Some investment managers seem to take their clients for granted, and those clients may question how their assets are being managed. If you believe your portfolio isn’t performing as it should, we’ll work with you to conduct a thorough review of your portfolio to see if your assets are appropriately diversified (it’s actually possible to be over diversified) and to examine how well your investments fit your long-term financial goals.

Our clients are provided with monthly statements that detail portfolio holdings, values, and transactions for the month. MCA provides a detailed quarterly portfolio report, which also illustrates current percentage asset allocation, returns for each security, and portfolio performance.

Research and Planning Tools

We utilize a state-of-the-art planning software that allows us to look at any number of scenarios — current and future — to help you prepare for various contingencies and, ultimately, to reach your goals. How would paying for a college education, or purchasing a new home, impact your financial life? We can lay it all out for you so you can decide which path, or paths, you should take.

News & Updates from
Millennium Capital Advisors

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