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 benefits trust, and corporations). MCF is a Registered Investment Advisor with the Securities and Exchange Commission.
The Wealth Management division provides investment management and wealth creation services to individuals & families and successful privately-owned businesses/shareholders. Our experienced team members provide the leadership necessary for retirement and financial planning, business and succession planning, risk management, insurance planning, personal trust (MCF Private Trust), tax, and estate planning. We believe that successful outcomes are the result of a disciplined and prudent approach.
MCF Private Trust works with estate planning professionals on a local level to provide the consistent trusted services needed by our common clients. By working together, MCF and the estate planning professional are able to build a strong foundation for the client by providing a solid trustee and investment management solution while helping clients protect their wealth and remain confident about the future of their estates.
The Institutional division is dedicated to creating successful retirement plan experiences for both employers and employees. Our process-driven solutions help protect employers from corporate and personal financial liability, while increasing investment opportunities — and improving confidence in participant outcomes. MCF offers a proactive, high-touch service experience that shifts the conversation regarding retirement income potential from the participant to the plan sponsor.