The foundation of any business is the unique perspective and value that it brings to its clients. MCA’s principals honed their financial skills working for Wall Street investment banks, covering large, sophisticated institutional investors and issuers. This “insiders perspective” is what prompted them to seek out an alternative investment approach for their own family wealth – one that is quite different from what is traditionally marketed to high net worth clients by Wall Street.
The MCA edge, what distinguishes our advisory practice, begins with the blend of real-world trading floor experience and state-of-the-art academic research used in constructing and managing investment portfolios. This investment process is combined with a client service philosophy which integrates each client’s investments with their overall estate, tax and other financial and life planning needs.