Quarterly Commentary


2014 Third Quarter Report1

If MCS clients were one large portfolio, the year-to-date return through September 30th was 6.42%. Individual client returns ranged between 3.09% and 11.50%. The client with the...
Michael C. Stalker

Industry Recognition

MCS was recently identified as a “top performer” and “innovator” in the InvestmentNews 2013 Adviser Technology Study. Our firm was selected from 331 respondents to a February...
Jeffrey B. Yamada