A complete list of active advisors currently associated with MCF Advisors, LLC
Warmer can help you find a great advisor at MCF Advisors, LLC or one who fits your needs even better.
MCF Advisors serves individuals (including high-net-worth clients), trusts, pension and profit-sharing plans, corporations, and private investment funds. The firm offers wealth management and financial planning combined with portfolio management, pension consulting, and the selection of other advisors, and it also provides non‑investment services such as tax preparation, accounting and CFO services, bill‑payment assistance, and estate‑planning support through in‑house attorneys. The firm follows a tactical asset allocation approach with an emphasis on risk management, constructing diversified portfolios across mutual funds, ETFs, individual securities, fixed income and, for qualified clients, private placements and other alternative investments. MCF implements discretionary management using third‑party platforms and tools (including Envestnet managed account programs and account aggregation/held‑away solutions) and monitors and rebalances portfolios on an ongoing basis. Noteworthy distinctions include operating and advising affiliated private funds (MCF Liminal Investment, LLC and MCF Private Real Estate Fund I LP) and a related affiliate manager (Liminal Manager), with provisions for performance‑based fees in fund contexts. The firm also maintains in‑house legal resources (MCF Legal), a private trust offering via a d/b/a arrangement, and licensed insurance agents among its personnel, and it offers accounting/CFO and tax services alongside investment advisory services — services that the brochure presents as additional offerings beyond typical multi‑team advisory firms.
To learn more about the advisors currently working at MCF Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse MCF Advisors, LLC's office locations.
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