Investment Process

  • 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