MCA Investment Experience: A Better Way To Wealth™

Cornerstones

Philosophy

We believe markets are efficient and effective, without the need for active management; and that those investors who follow our well-charted course will do better than those who pay a traditional manager to try and beat the market. The performance of your portfolio as a whole, not its component parts, is what matters. And helping you shape a strong, durable and resilient portfolio is where MCA excels.

Practice

Our approach to managing portfolio risk and return through the use of asset-class strategies is rational, logical and compelling. We will make sure that we understand your objectives and tolerance for risk; set target percentages of appropriate asset classes; select investment vehicles that will provide suitable, low-cost exposure to those asset classes; monitor the portfolio and market conditions; and re-balance the portfolio on a periodic basis. We continuously evaluate which asset classes are likely to provide the highest expected return for the risk assumed and the investment vehicles that will provide the most efficient, diversified and cost-effective exposure to those asset classes. An investment portfolio built on a solid, well-managed, asset-class-based strategy is simply the most sensible way to invest for the long term.

Discipline

A good plan is only successful if it is effectively deployed. MCA has the right combination of skill, knowledge, process, focus and discipline to do this. We point your investment plans in the right direction and make sure they stay on track. We will take the guesswork and emotion out of investing and give you a truly different, lower cost, consistently better path to wealth.