Not-for-Profits and Charities

MCA works with the boards and investment committees of various foundations and other charitable entities to create, implement and manage investment plans that best meet the objectives and goals of the ultimate beneficiaries. We will work within the guidelines of our clients' investment policy statements', help them develop one if they do not have one or make suggestions on how existing policies can be updated or otherwise improved. Like all of our client relationships, our dealings with not-for-profit, charitable and similar clients are anchored by the philosophy, strategies, practice, discipline and independence that we believe set MCA apart from financial advisors and other brokers. Recognizing our charitable clients' worthy objectives and (too often) limited budgets, as well as our desire to help those whose goal is to help others, we typically offer to provide our services to our not-for-profit clients at discounted rates.