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Who We Are 

Our Story

MCF was founded in 2000 by Bob Sathe in Northern Kentucky. Chris Cochran, Sr. Financial Advisor, introduced Bob and Dave in 2003. Shortly thereafter, Bob and Dave became partners and founded MCF. The two have accomplished a great deal during their almost two decade partnership; among the most impressive are:

  • Establishing the Institutional Services division 
  • Adding 7 additional shareholders since 2016
  • Achieving $1 Billion in Assets Under management 

Bob and Dave bring over 70 years of experience in the industry and apply that knowledge and skill to provide our clients with the highest level of service possible.

Bob Sathe

Dave Harris

Our DNA

Our purpose is to facilitate successful client outcomes, which is achieved through our dedication to excellence in financial leadership. MCF provides leadership to our clients through empathy, trust, stability and vision.

Our Values

Integrity

We believe that you are served best when we share our expertise passionately and with transparency.

Knowledge

We must continually learn, building upon our intellectual capital and our technical ability in order to guide effectively.

Service

When we continually strive to attain the highest standards, you experience superior service.

As a firm, our goal is to earn the trust and confidence of our clients, by offering leadership and guidance that provides peace of mind in matters of financial management. 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.

Our Philosophy



It’s impossible to know with certainty when the ups and downs of the capital markets will occur. We do, however, know that volatility is an unavoidable part of investing. That’s why MCF believes in preparing for downturns in the market instead of trying to predict when they will happen through proactive risk management.


By focusing our energy on preparation, we are able to remain confident in our defined savings and investment strategy, and efficiently partiticpate in markets. Our prudent planning and monitoring along with purposeful rebalancing, helps cultivate and nurture financial peace of mind for our clients.


Awards

2020 Awards

  1. Best Places to Work in Kentucky

2019 Awards

  1. 2019 Financial Advisor Magazine's Top Registered Investment Advisers
  2. Cincinnati Business Courier’s Largest Greater Cincinnati Money Management Firm
  3. Best Places to Work in Kentucky 
  4. Best Places to Work Cincinnati Finalist

See All of our Awards