Life changes over time and, yes, so do financial markets. Towards the end of the 18-year bull run that began in 1982, many investors anticipated the next economic downturn. We reassured ourselves that we had our clients covered. After all, we had applied the latest and best thinking relative to diversifying client portfolios through stocks, bonds and REITs.
In March 2000, financial markets began to change. The tech bubble burst kicking-off a 52% decline in the S&P 500. This began a painful three-year recession during which the value of stocks, as well as real estate, were severely damaged.
So were our client’s well-diversified portfolios. We saw first-hand, the financial and emotional devastation, the changing and halting of plans and dreams, and, finally, ultimate acceptance--as though this sort of investor experience was just an unavoidable part of growing a portfolio. After all, this sort of thinking was and still is, taught by business schools and financial advisors everywhere, including, at the time, ourselves.
If you’re looking for a safer, more reliable, more productive way to invest along with state-of-the-art tools for impact investing, insurance planning, estate planning and charitable giving, let’s have a talk.
*Past performance is not indicative of future results. Investors should be aware that “Alternative Investments” or hedge funds often engage in leverage, short-selling, arbitrage, hedging, derivatives, and other speculative investment practices that may increase investment loss. This message is not an offer to sell any interests of such funds. The disclosure document of such funds contains a complete description of the principal risk factors and fund expenses. Prior to investment, investors should carefully read the fund’s disclosure document to determine whether such investment is appropriate for them in light of their financial condition. These investments are proprietary and are available for prospective investors only through MCM Wealth LLC. Please see our Disclosure document.
At MCM Wealth, we specialize in planning and creating portfolios designed toperformregardless of the direction of the economy. We do this primarily via well researched alternative investments that are specifically chosen to be both defensive and productive in bull, bear and recessionary markets. We provide clients in the SanFranciscoBay area with whole life financial planning services, private wealth management solutions, alternative portfolio management assistance, asset management, estate planning services, charitable giving solutions, impact investing options, and insurance planning services to business owners,ceo’s, dentists, doctors, entrepreneurs, executives, families, individuals, and impact investors in the San Francisco Bay area. We also serve clients in the Corte Madera, Fairfax, Greenbrae, Larkspur, Point Reyes, San Anselmo, Sausalito, and Stinson areas.
We were founded in 1997 and have offices in Novato California, a suburb San Francisco. We are dedicated to understanding our clients and then providing the highest level of research-based financial management, objectivity, performance, planning, service and communication. We select and offer best-of-breed financial managers in those wealth investment niches that we believe will best serve our clients. We are a fee-only practice, which means we act as a fiduciary for our clients. Our financial advice, financial services and financial solutions are designed to withstand the test of time. We look forward to learning more about you and how we may be of help. Below is a full list of services we offer: