Client Services and Reporting

While analytical procedures dominate the investment process, people factors dominate MCM‘s approach to client servicing. As a service organization, our ultimate goal is to meet and exceed the standards set for us by our clients.

In that regard, a dedicated team services each client, comprised of individuals with the appropriate expertise to fulfill its specific mandate at the highest levels of professional competence. MCM‘s staff includes a high proportion of Chartered Financial Analysts (CFA‘s), and through regular investment reviews, these decision-makers interact directly with each client. We pride ourselves on providing superior customer service.

MCM meets with clients on a quarterly basis. At a minimum, the presentation includes the following items:

1. Investment Objectives
2. Compliance with Limitations/Restrictions
3. Recent / Past Time-Weighted Performance
4. Performance Comparison versus Investment Objectives
5. Significant Portfolio Realignments
6. Key Assumptions / Risks for Future Investing
7. Economic Forecast / Charts
8. Equity, Fixed Income Overviews
9. Intended Actions

The uniqueness of each client often leads us to design a customized reporting package that will meet specific needs.