MCF Advisors LLC was founded in 2004, following a serendipitous meeting between Bob Sathe and Dave Harris. Bob, retired from a successful career with Cigna and Lincoln Financial Group, was leading Mid-Central Financial Advisors, Inc., the advisory firm he founded in 2000 to continue his passion for helping individuals. Dave was seeking to replicate his success in founding and leading MidSouth Capital Asset Management LLC, an advisory firm which he sold to a regional bank in 2000.

Together, they discovered a shared vision of what an independent, employee owned, and enduring advisory firm should be. Since that first meeting, MCF has grown to more than 25 employees (including nine employee shareholders) all of whom are focused on a shared mission to lead and guide individuals, families, and organizations. The firm advises over 650 households and 70 organizations representing over $2.2 billion of assets under management.

We believe that successful outcomes are the product of a disciplined and prudent approach:

• Asset class exposure drives long-term investment returns
• Diversification across asset classes can reduce downside risk and improve returns
• Capital markets are mostly efficient and excessive investment costs can be eliminated
• Rebalancing is a cornerstone of a disciplined process

Learn more about our Investment Philosophy