Who We Serve

We work with a wide variety of clients from individuals and families to companies, trusts and foundations. Each of these investor types has different needs. MSCM can work with you to provide exactly what you need to meet your financial goals.

Individuals/Families

• Financial Planning
• Investment Management/Risk Management
• Yield Augmentation
• Life Event / Transition Planning (Retirement, job change, divorce, inheritance, etc.)

Corporate Executives

• Stock Option analysis
• Concentrated stock management
• Executive Compensation Analysis

Retirees

• Estate Planning
• Retirement Income Strategies
• Philanthropic Planning

Small Businesses / Family-owned Businesses

• M&A Consultation
• Succession Planning
• Executive Compensation Planning

Companies / 401k Plans

• Investment Consultation
• 401k Plan Cost Consultation / Setup

Trusts/Foundations/Endowment

• Investment Management
• Corporate Trustee Services
• Cash Flow / Distribution Planning