MCI offer clients a distinctive management philosophy. Rather than pushing a corporate agenda or following analyst recommendations, we focus on creating individual solutions designed to meet your specific financial goals. Capital has built a solid client base by providing independent and straightforward wealth management solutions. It's the way we prefer to do business, and the way we believe business should be done.

Our goal is to satisfy most all of our client's personal and corporate financial needs. We offer diverse investment and financial services so that we can grow with our client's needs. We are always striving to improve our services, as we believe the only true way to measure success is through the success of our clients.

For quality investment advice and financial services, contact MCI. We're ready to help you achieve your financial goals with our trusted, experienced and comprehensive wealth management solutions.


Our "5 Point" Common Sense Investment Philosophy features Tax Advantaged Investing and Multiplication of Stocks and Dividends
  • We place emphasis on cash-rich, financially strong companies selling at historical lows, when selecting our investment positions in an effort to establish a margin of safety. This practice traditionally experience low position turnover (buys/sells) in our portfolios, which tends to keep expenses relatively low for our clients.
  • Reinvestment of dividends and interest during the year in order to "dollar cost average" into the market is our standard practice.
  • Emphasis is placed on contributions or additional savings. Additional funds can also help with "dollar cost averaging".
  • Tax efficiencies- our goal is to minimize tax liability by focusing on the long-term capital gains.
  • In cases where a current holding has increased significantly beyond the business' intrinsic value, we may elect to "multiply" our holdings by selling that position and reinvesting the proceeds in two, three or four positions for further diversification.

Investment-grade bond holdings may also complement our stock selections, in accordance with the investment objectives of the portfolio.

We manage four types of portfolios for investors: growth, growth & income, balanced and income.

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