Awards & Recognition

Additional Awards

1. 2019 Best Places to Work Cincinnati Finalist

Best Places to Work in Kentucky is a survey and awards program dedicated to identifying and recognizing the Commonwealth’s best employers and providing organizations with valuable employee feedback. The selection process managed by Workforce Research Group, is based on an assessment of the company’s employee policies and procedures and the results of an internal employee survey. The award is sponsored by the Kentucky Chamber of Commerce, the Kentucky Society for Human Resource Management (KYSHRM), and a rotating third party sponsor, (2020 - 2023 ClearPath Mutual Insurance Company, Lifestyle Health Plans 2019).

MCF receives an email invitation to participate in the survey. No payment was required for participating in the survey, however, MCF is a dues paying member of the Kentucky Chamber of Commerce and the Kentucky Society for Human Resource Management (KYSHRM). Each year, 100 companies are selected as winners. The number of participating entries was not disclosed. After receiving notice of inclusion in the list and list publication. MCF attends the awards banquet which requires a payment for the cost of attendance.

Financial Advisor Magazine’s Top Registered Investment Advisers The rankings are based on prior year end discretionary and non-discretionary AUM reported on Form ADV. To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV statement with the SEC and provide financial planning and related services to individual clients. Firms must have at least $50 million in assets under management as of the prior year end. Corporate RIA firms and investment advisor representatives (IARs) are not eligible for this survey.

MCF receives an email invitation to participate in FA’s annual nationwide RIA ranking survey. The survey review included information provided by MCF, as well as public data available through the firm’s ADV filing. No payment was required for participating in the survey. After receiving notice of inclusion in the list and list publication, MCF elected not to pay for electronic use or hard copy reprints.

The 2022 comprehensive ranking list consisted of 534 firms and MCF was ranked 185 overall. The number of participating entries in 2022 was not disclosed. The 2021 comprehensive ranking list consisted of 607 firms and MCF was ranked 188 overall. The number of participating entries in 2021 was not disclosed. The 2020 comprehensive ranking list consisted of 715 firms and MCF was ranked 203 overall. The number of participating entries in 2020 was not disclosed. The 2019 comprehensive ranking list consisted of 683 firms and MCF was ranked 207 overall. The number of participating entries in 2019 was not disclosed.

Cincinnati Business Courier Best Places to Work The Cincinnati Business Courier ranks “best places to work” by administering employee surveys through a third party, Quantum Workplace. Companies are rated by their employees in areas such as senior leadership, team effectiveness, work recognition and benefits. Quantum then scores the companies and ranks the “best places to work” in five size categories as determined by employee size.

MCF receives an email invitation to participate in the survey. Neither employers nor their employees pay a fee to the Cincinnati Business Courier in exchange for inclusion in the rankings. No payment was required for participating in the survey. After receiving notice of inclusion in the list and list publication. MCF elected not to pay for electronic use or hard copy reprints.

Cincinnati Business Courier’s Largest Greater Cincinnati Money Management Firms The rankings are based on locally managed assets as of May 1st of the survey year. Local is defined as offices within the counties of Brown, Butler, Clermont, Hamilton, Warren counties in Ohio; Boone, Bracken, Campbell, Gallatin, Grant, Kenton, Pendleton in Kentucky; and Franklin, Dearborn, and Ohio in Indiana. MCF’s investment team is based in Kenton county.

MCF receives an email invitation to participate in the survey. The survey review included information provided by MCF. No payment was required for participating in the survey, however, some employees have paid subscriptions to the Cincinnati Business Courier. After receiving notice of inclusion in the list and list publication. MCF chose to pay for electronic use of the survey rankings and reprints. Each year, 25 companies are ranked in the list. The number of participating entries was not disclosed.

Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if MCF is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of MCF by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser.