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investment management 

individuals & families

Wealth Management 

Corporate Retirement Plans - 401(K),   Profit sharing, Defined Benefit, Cash Balance Plans and endowments 


We Focus On Successful Client Outcomes

MCF is a comprehensive financial services firm serving as a Fiduciary investment manager through two operating divisions – our Institutional Division and our  Wealth Management Division.

   MCF Insights

2020 Contribution Limit Changes & the Secure Act


Understanding the changes for 2020 so you can maximize your retirement.

Your 2020 New Year’s (Financial) Resolutions


A resolution for every month to help you gain financial independence

Resolutions, Marshmallows and Warren Buffett


In 2020, investors need to worry of overpaying for growth relative to value.

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