MCF is pleased to announce it has been named to the Kentucky Chamber of Commerce’s Best Places to Work in Kentucky - Small Business Category. This is the fourth straight year that MCF has been honored by the Kentucky Chamber of Commerce in their "Best Place to Work in Kentucky" list. We are proud to continue to provide a collaborative and productive work environment where our team is engaged and dedicated to providing superior service to our clients. See the entire list here.
The Kentucky Chamber of Commerce supports a dynamic business climate in the Commonwealth, works to advance Kentucky and provides substantial value to its members by articulating a vision for Kentucky and providing advocacy, information, program management and customer service in order to accelerate business creation, recruitment, expansion and retention.
MCF is an investment management firm that serves clients through two divisions: Wealth Management (individuals, families and business owners) and Institutional (retirement plans - 401k, deferred compensation & defined benefit; endowments, health benefit trust and corporations). MCF is a Registered Investment Advisor with the Securities and Exchange Commission. MCF provides management and/or consulting services on over $2.7 billion of assets1. For the past six years, MCF was named to Financial Advisor Magazine’s Top Registered Investment Advisers list.
1Assets under management as of 12/31/21.
IMPORTANT DISCLOSURE INFORMATION
MCF Advisors, LLC (“MCF”) is an SEC-registered investment adviser. Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by MCF), or any non-investment related content, made reference to directly or indirectly in this presentation will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this presentation serves as the receipt of, or as a substitute for, personalized investment advice from MCF. To the extent that a reader has any questions regarding the applicability of any specific issue discussed herein to his/her/its individual situation, he/she/it is encouraged to consult with the professional advisor of his/her/its choosing. MCF is neither a law firm nor a certified public accounting firm and no portion of the newsletter content should be construed as legal or accounting advice. A copy of MCF’s current written disclosure statement discussing our advisory services and fees is available upon request. If you are an MCF client, please remember to contact MCF in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing / evaluating / revising our previous recommendations and/or services. Please click here to review our full disclosure.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 Company is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Company 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.
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 Best Companies 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 - 2022 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 attended the awards banquet which included 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 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.