MCS Family Wealth Advisors
We see an industry where investment management is commoditized, portfolios are constructed simplistically, and assumptions about future returns and correlations are based on historical relationships without consideration of context. Many firms tout their use of the Nobel prize winning Modern Portfolio Theory which, disconcertingly, has morphed into a Wall Street sales pitch that downplays its limitations.th risk and return. Our approach promotes consistent long-term asset growth.
We are skeptical of formulas that emphasize past data, use short time horizons, or assume that the US financial market experience to date is the only relevant data set. We believe financial planning should de-emphasize future projected returns and focus on the critical leverage points within our clients’ control, and these points differ from client to client.
MCS Family Wealth Advisors focuses on these core concepts: • Find the levers of wealth creation for each client • Structure investment strategy and financial advice to support client wealth creation • Understand that risks to family prosperity are not just financial • Recognize that less worry about money means greater opportunity for a life well spent
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.