Who We Serve

M Capital Advisors serves institutional investors, intermediaries, and investment professionals. Our institutional investors, which include foundations, endowments, trusts, retirement plans, and their consultants, enjoy sound risk-adjusted returns over time, strategic advice, and the highest levels of service. Our managed portfolios are diversified across asset classes and reflect the specific needs of our clients and unique opportunities in the markets. Our active equity and fixed income strategies are managed by a team of highly experienced portfolio managers with deep institutional experience using a consistent investment philosophy and process.

Institutional Investors

We tailor portfolios specifically for your organization. We can help create a custom Investment Policy Statement that considers cash flow requirements, return goals, risk tolerance, and time horizon. Ultimately, we implement a tailored, long-term investment plan optimized for both asset growth and income based on expected returns for each asset class.

Intermediaries and Investment Professionals

Financial advisors, wealth managers, single- or multi-family offices, trust companies, and other financial intermediaries all benefit from our active equity strategies. We are focused on helping intermediaries and investments professionals better serve their end-client by providing them with competitive risk-adjusted returns over time. By making our equity strategies readily available to financial advisors and other investment professionals, we help everyone achieve success. Economists by nature, we provide our investment strategies via separately managed accounts, subadvisory, unified managed accounts, and more. We also have access to broker-dealer, private bank, and supermarkets platforms.