A complete list of active advisors currently associated with Mcn Investment Management Co.
Warmer can help you find a great advisor at Mcn Investment Management Co. or one who fits your needs even better.
The firm provides discretionary portfolio management and retirement plan consulting to individuals, high‑net‑worth clients, and pension and profit‑sharing plans, managing approximately $89.8 million across a small client base. Services include ongoing account management using proprietary model portfolios and negotiable qualified-plan consulting that can include participant enrollment and education. Investment decisions are made under discretionary authority and draw on asset allocation, tactical asset allocation, and fundamental analysis, with model portfolios rebalanced as needed and monitored at least monthly. The firm documents client goals and allows investment restrictions, conducts periodic client reviews and relies on custodian statements for reporting. What is distinctive for a firm of this size is that its owner holds an insurance license (which the firm says is not actively used to recommend insurance products) and the firm explicitly offers non‑ERISA retirement plan consulting — a service relatively uncommon among peers. The owner’s other disclosed outside business activities and the firm’s stated custodian relationship (with attendant non‑economic benefits) are noted in the brochure as potential conflicts and are addressed in the firm’s policies.
To learn more about the advisors currently working at Mcn Investment Management Co., 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.
Name |
Location |
Years of experience |
|---|---|---|
Troy, MI
| 33
|
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