MCF Capital Management, LLC is an independent, family-run, financial advisory firm located in Orange County, California and in the Dallas-Fort Worth Metroplex in Texas. Founded in 2010, our firm offers an experienced team that manages investment portfolios through its approach of Quantitative Market Data Analysis. We specialize in providing independent portfolio management and wealth advisory services for our clients.
As independent financial advisors and portfolio managers, we offer financial advice to our clients through highly personalized service and expertise. We are not tied to a particular family of funds or investment products. This allows us to forge strong, responsive, and attentive personal relationships with the clients we serve. More importantly, we are fiduciaries adhering to the highest standard of care and always acting in the best interests of our clients.
Finally, we are exactly what we claim to be, independent! We advise our clients through a variety of different platforms and institutions. As a result of this independence, we leverage the best tools and partnerships that the financial industry has to offer while delivering excellent service, expertise, and our data driven approach to financial markets for our clients.
We advise our clients at the following firms:
Bank of America Private Bank
Wells Fargo Clearing Services, LLC
TD AMERITRADE &
TD AMERITRADE Institutional
CUTTER & COMPANY, INC