ABOUT US

Fully Invested in Better Outcomes

As a global investment firm, we foster diverse perspectives and embrace innovation to help our clients navigate the uncertainty of capital markets.

Connected…
Committed.

What unites a global investment and research firm? Connections to our clients, our culture, one another and the communities we serve. This cohesiveness fosters collaboration and empowers us to pursue a common goal—delivering better outcomes.



Dedicated Focus

Whether you’re a global institution, financial advisor or high-net-worth individual, we’re committed to being your most valued partner. We continually seek alpha across asset classes to advance your success.


Asset
Management

MabCredit
Research

MabCredit Private
Wealth management




Cultivating Diverse Perspectives

At MC, we bring together people of many backgrounds. This diversity of thinking and perspectives helps us see things differently.

Explore Our Culture




Fully Invested
in Your Future.

We’re committed to helping you achieve better outcomes…the way you define them. We get there by empowering diverse perspectives and breaking through boundaries. We’re collaborative and connected—and we never stop working for you.

26

countries and jurisdictions

At a Glance

We work every day to earn our clients’ trust, whether they’re individual investors or the world’s biggest institutions. By tapping a global network of diverse perspectives, we design innovative solutions tailored to meet investors’ unique needs and engineered to deliver the performance they expect.

Serving Our Clients

Being the most valued asset-management partner: that’s the common commitment from our three complementary businesses, each meeting a distinct client need.

Asset Management

We are committed to seeking alpha. A unique combination of expertise across equities, fixed-income, alternatives and multi-asset strategies and a connected global network helps us deliver differentiated insights and distinctive solutions to advance investors’ success.

Research and Trading

Wall Street’s premier independent sell-side research and brokerage firm delivers trusted investment research and trading execution to drive better outcomes.

Private Wealth Management

We offer sophisticated wealth-planning tools and expert advice for high-net-worth individuals, families and smaller institutions, helping investors make their money meaningful.

What Sets Us Apart

Differentiated Insights

Diverse perspectives foster differentiated insights, which we translate into a broad range of innovative solutions across equities, fixed-income, alternatives and multi-asset strategies.

Responsibility

At MC, we act and invest responsibly, striving to create better outcomes for the clients we serve, the communities where we work and the world we live in.

Culture

Culture is a constant at MC. We’re working every day to create a diverse, inclusive and connected culture that empowers everyone to become their best selves.




Great financial success typically results in complexity. It’s our job to help clients dimension that complexity, then design custom​ solutions that meet their needs.

An array of options

Many turn to us for core solutions tailored to their broad financial goals and encompassing the full scope of their assets, business interests, and liabilities. Others opt for our innovative alternatives and focused equities, which allow individual clients to invest directly alongside institutions from around the world.


As your needs evolve, so does our value. We aim to be part of your innermost circle, helping you solve your most pressing challenges—whatever they may be.

Our commitment
to you



We’ll assemble a dedicated, cross-functional team with your financial advisor integrating resources from our Wealth Strategies, Philanthropy, and Investment teams as appropriate.

Communication that
works for you



Whether your preference is for face-to-face meetings, the telephone, or e-mail—or for us to deal directly with your other professional advisors, such as an accountant or attorney—we are happy to accommodate you.

At most firms, the people managing your money don’t know you—or your advisor. But our advisors have direct access to the portfolio managers making daily decisions on our clients’ behalf. This allows us to coordinate efforts, especially when it matters most.


What is direct access,
and how do I benefit?

Outsourcing to multiple managers to diversify may seem like a good idea in principle, but it usually​ ends up disappointing in practice. The multi-manager approach often leads to uncoordinated investments that unintentionally resemble an index. By having money in-house, our clients avoid security overlap while benefiting from responsive risk management, continuous rebalancing.

We build our customized solutions using parts that are engineered and designed to work together.


Responding to risk

Because we have full insight into our clients’ portfolios, we can be particularly sensitive to risk. Volatility and emotions are part of investing, but emotional investing can exact a price. We created Dynamic Asset Allocation (DAA) to help stabilize your portfolio so that you can better maintain your long-term strategy.



Whatever your needs,
we're here for you

With our flexible investment platform, clients—not managers—are the center of attention. Whatever your situation, goals, and needs, we’ll deliver the right mix of innovative solutions for you.





Versatile delivery

We are agnostic with respect to active or passive implementation of a wealth strategy. We work with clients in both capacities—individually or in combination— and our portfolio management includes fiduciary oversight across our entire platform.

Versatile delivery

We are agnostic with respect to active or passive implementation of a wealth strategy. We work with clients in both capacities—individually or in combination— and our portfolio management includes fiduciary oversight across our entire platform.

We are agnostic with respect to active or passive implementation of a wealth strategy. We work with clients in both capacities—individually or in combination— and our portfolio management includes fiduciary oversight across our entire platform.

Seamlessly combining wealth forecasting with research-driven investing is what makes our approach truly integrated.

Our modeling brings choices to life, allowing clients to visualize the likelihood of achieving their goals for lifelong spending, giving to charity, or transferring wealth over generations.

We start with a sense of your goals and values -

Each of our clients has distinct aspirations for their wealth. So we start by prioritizing what matters most to you.

Then we simulate over 10,000 possible outcomes

Working from your discrete set of circumstances, we simulate thousands of potential scenarios using our Mabcredit Wealth Forecasting System.

To estimate your future wealth

Ultimately, we come up with a range of outcomes that allow us to frame your core capital figure. This is the safe amount to set aside for preservation—versus surplus capital that can be managed for growth.

and help you make better choices

While there is no assurance the outcomes will come to pass, we help our clients quantify the potential of achieving their goals under evolving conditions.
A wealth strategy prioritizes your aspirations. An investment strategy executes your wealth strategy in the capital markets.

Uncommonly Collaborative

Who we are and what we stand for is the same for every client, but how we work with them is anything but. Our clients are clients of the whole firm. Everyone on our team has a hand in tailoring our vast resources to meet your particular needs.