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Our Story

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, enduring advisory firm should be. Since that first meeting, MCF has added over 20 employees, including seven partners, all of whom are focused on a shared mission to lead and guide individuals, families, and organizations. Today, we advise over 600 households and 70 organizations representing $1.8 billion of assets under management.

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. We provide 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 your trust and confidence, by offering leadership and guidance that provides peace of mind in matters of financial management. 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 effectively guide you. When we continually strive to attain the highest standards, you experience superior service.

Our Investment Philosophy


 

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


Awards

2020 Awards

  1. 2020 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

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