Quarterly Commentary


2015 Second Quarter Report1

I am playing with the format of this report to hopefully make it more accessible. MCS clients’ interest in financial markets varies considerably. Finance is fascinating for some...
Michael C. Stalker

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