- Each client’s objectives are different. Therefore, we provide customized portfolios for each client.
- Our structured process includes an in depth discussion of investment goals, spending policy, and capital market expectations.
- Achieving return objectives while limiting risk is our ultimate goal for each client.
MPC provides the following services:
- Periodic reviews of operating budget and cash flow projections
- Asset / Liability modeling
- Asset balance sheet analysis/ simulating days cash on hand
- Investment manager searches and reviews
- Corporate cash activities assistance
- Service provider fee negotiations
- Custodian searches and negotiations
- Education of Board and committee members