If MCS clients were one large portfolio including their cash, the first quarter 2015 return was 1.35%. Individual client returns ranged between -.25% and 2.49%. The client with the lowest return was negatively impacted by exposure to a large inherited position in Exxon with very low cost bas is. The client with the highest returns […]
2015 Performance Report and Investment Outlook1 Read More »
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Toll Free 800-525-8808
Phone 541-345-7023
750 NW Charbonneau St. Suite 201
Bend, OR 97703
79 Centennial Loop
Eugene, OR 97401
© 2021 MCS Financial Advisors, LLC. The information on this website does not describe every aspect of our investment advisory services nor does it contain all of our performance records, and it is intended for residents of the United States. Information provided is obtained from sources we believe to be reliable but is not guaranteed. Past results are not indicative of future performance. For more information, view our Form ADV Part 2 or our Privacy Policy. MCS Family Wealth Advisors® is owned by MCS Financial Advisors, LLC (MCS), an investment adviser registered with the United States Securities and Exchange Commission. We only conduct business where properly registered or exempt from registration.
