MCF ADVISORS LLC Overview
Mcf Advisors Llc is an investment advisor that manages 859.5 MM dollars in regulatory AUM and has 18 employees, of which 9 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/11 to 03/31/21. The fund's latest filing disclosed 876MM in positions, representing 102% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/11 to 03/31/21. The fund's latest filing disclosed 876MM in positions, representing 102% of the manager's regulatory AUM.
MCF ADVISORS LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
MCF ADVISORS LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| VOO | 19.2% | ETF | 11.04% | -0.03% | 0 | 0% | ||
| AGG | 13.74% | ETF | 2.91% | -0.13% | 0 | 0% | ||
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FEATURED IN
MCF ADVISORS LLC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| David L. Harris | Partner | January-2004 |
| Robert B. Sathe | Partner | January-2004 |
| Timothy A. Gavin | Chief Compliance Officer (Cco) | January-2013 |
MCF ADVISORS LLC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
MCF ADVISORS LLC Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Methods of analysis and investment strategies used in formulating investment advice and/or managing assets. MCF assists each client to identify and tailor their long-term investment objectives to goals that are representative and suitable to their personal situation. We typically execute this by evaluating their current financial condition through the preparation of a financial plan or through an interview process where the client’s willingness to take financial risk is assessed. MCF will tailor a diversified investment strategy or asset allocation portfolio design for the client around this assessment. While our portfolio designs are intended to be diversified in order to mitigate investment risks, there is a risk of loss of both income and principal.
Asset allocation does not ensure a profit or guarantee against loss, it is a method to help manage investment risk. Investing in securitie...
Unlock Full Investment Process Description
Methods of analysis and investment strategies used in formulating investment advice and/or managing assets. MCF assists each client to identify and tailor their long-term investment objectives to goals that are representative and suitable to their personal situation. We typically execute this by evaluating their current financial condition through the preparation of a financial plan or through an interview process where the client’s willingness to take financial risk is assessed. MCF will tailor a diversified investment strategy or asset allocation portfolio design for the client around this assessment. While our portfolio designs are intended to be diversified in order to mitigate investment risks, there is a risk of loss of both income and principal.
Asset allocation does not ensure a profit or guarantee against loss, it is a method to help manage investment risk. Investing in securitie...
Unlock Full Investment Process Description
MCF ADVISORS LLC Portfolio Concentration
MCF ADVISORS LLC Location
50 E. RIVERCENTER BLVD.,
SUITE 300
COVINGTON, Kentucky
UNITED STATES, 41011
SUITE 300
COVINGTON, Kentucky
UNITED STATES, 41011
MCF ADVISORS LLC Contact Information
Phone Number: 859-392-8600
Fax Number: 859-392-8603
Website: http://www.mcfadvisors.com
Fax Number: 859-392-8603
Website: http://www.mcfadvisors.com
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