Managed Accounts

Managed accounts are investment portfolios that are tailor made by your financial advisor or an outside firm to meet your financial objectives.

MCC Financial Services, Inc. can identify the four key elements of your financial independence: Investment objectives, Time horizon, Investable assets, and Risk Tolerance.

With our wealth of resources, we can conduct in-depth research, create asset allocation models, and select investments that meet your needs, monitor your portfolio, and provide you with consolidated performance reports.