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Independent, Objective Consultants

We Focus On Successful Client Outcomes

Count On Personal, Professional Guidance

About Us

Why Us

We work tirelessly for you – regardless of the scope or complexity of your goals.


 

About Us

We work tirelessly for you – regardless of the scope or complexity of your goals. We are versatile, offering wealth management, retirement planning, and institutional consulting. With a personal approach and a comprehensive process, MCF Advisors is more than a registered investment advisor firm, we are a trusted ally.

 

Our Investment Philosophy

We trust the market. We believe in market efficiency and mean reversion. This is the bedrock of our philosophy. We believe efficient participation in market returns, proactive risk mitigation, and purposeful rebalancing are the cornerstones to long-term investment success. We believe you are best served when we focus on risk-adjusted returns and develop an asset allocation around your liquidity needs and risk profile. Excessive investment costs erode returns over time. Excessive downside risk can destroy portfolio value. We control costs and employ a diversified portfolio for you.

 

Our Values

We work daily for the confidence of our clients. We believe that you are served best when we share our expertise passionately and with transparency. We continue to build upon our intellectual capital and our technical ability in order to guide effectively. When we continually strive to attain the highest standards, you experience superior service.

THIS IS WHAT WE DO

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Our Divisions

Our individual divisions are tethered in our belief that we serve you best when
we share our expertise passionately and with transparency. We guide your future with you.


Wealth Management

For affluent individuals and families who want to both grow and protect their futures, we offer a comprehensive suite of wealth management services. We’ll work with you to construct a dynamic financial plan and implement an investment strategy that helps you get where you want. Our process revolves around your plan. We guide your future with you.

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MCF Institutional

Committed to developing customized solutions to organizations through our delivery of investment management, fund manager due diligence, ERISA fiduciary consulting, retirement plan design, and fiduciary compliance services. MCF Institutional serves defined contribution plans, defined benefit plans, endowments, and private foundations in every engagement as a fiduciary partner.

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Resources

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