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MCF Institutional

Defined Contribution Plans

Acting as your fiduciary partner, we serve your organization in ERISA, plan design, investment consulting and employee education through the implementation of our R3 Process.

Defined Benefit Plans

Analyzing the risk drivers, their behaviors and the liability gap analysis of your pension portfolio in congruency with your actuaries and plan providers.

Endowments, Private Foundations & Health Trust

Maximizing investment returns through portfolio construction that is crafted around the fund’s intended purpose.

Our Offerings

We utilize deliberate methods and unique practices to serve our clients objectively and with transparency.

Portfolio Risk Analysis

Identifying the drivers of risk within your asset pool in order to mitigate financial/investment risk to your organization.

Fund Selection & Monitoring

Culling the universe of funds most advantageous to your portfolio or plan and benchmarking or reporting their progress through the lens of the Five P’s of Fund Selection.

Portfolio & Liability Management

Implementing surplus optimization through liability gap analysis and mean variance optimization.

Target Date Fund Analysis

Customizing a glide path for your organization based on your plan demographics, providing you with an insight to action plan, instead of forcing your plan into a pre-determined retail model.

Project Based Work

Guiding your organization through the complex landscape of meeting your goals and objectives.

OCIO Searches

Streamlining your search and saving time and valuable resources.