Retirement Plans

If you are a trustee, sponsor or other fiduciary of a retirement or profit-sharing plan, your participants can benefit from the MCA advantage just like our individual clients do. Like all of our client relationships, our dealings with retirement, profit-sharing and similar clients are anchored by the philosophy, strategies, practice, discipline and independence that we believe set MCA apart from brokers and other financial advisers. Just as you may be a fiduciary to the plan participants, we are fiduciaries to our discretionary account clients. This means our interests are already aligned with yours, which puts MCA in a uniquely good position to help you meet those fiduciary obligations.