Institutional Investment Consulting

ABOUT MPC CAPITAL ADVISORS


Investment Consulting done right.

MPC Capital Advisors, LLC was founded in 2010 for the purpose of providing investment consulting services to institutional plan sponsors. Our investment approach is that the proper structuring, management and monitoring of investment assets are the keys to fulfilling long term plan objectives. Each pool of assets is unique, both because of its long term goals and specific needs or constraints.

 

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60+

Custom Portfolios

$15+ B

Consulting Assets Under Management*
(as of 11/30/2023)

Experience

On average, our investment professionals have more than 25 years of diverse industry experience.

 

OUR CONSULTING APPROACH


Risk-Focused Process

Whether the objective is capital preservation, periodic income generation or long term capital growth, we use quantitative tools and qualitative judgment to focus on evaluating and diversifying risk within each aspect of the investment process. MPC Capital Advisors' expertise in investment strategies and capital markets provides our clients the solutions to address these risks.

 

SERVICES

  •  Investment Policy Design & Review
  •  Asset Allocation Modeling
  •  Manager Search & Selection
  •  Reports conforming to all Industry Standards
  •  Experienced Highly Skilled Analytical Staff
  •  Security Level Portfolio Analysis
  •  Analysis of Manager Performance & Client Experience
  •  Executive Summaries
  •  Evaluation of Investment Advisers
  •  Performance Measurement – Periodic, Concise, User Friendly Reports & Presentations

 

 

 
Each pool of assets is unique, both because of its long term goals and specific needs or constraints. Recognizing this, MPC Capital Advisors dedicates its efforts to providing professional investment advisory services to sponsors of institutional investment programs customized for each clients needs and requirements.
 

 

MPC Capital Advisors, LLC consults to a variety of industry clientele including but not limited to: Religious Organizations, Endowments, Healthcare Systems, Retirement Plans, and Foundations.

THE MPC CAPITAL ADVISORS TEAM


 

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FREDERICK W. WEISS III
Frederick W. Weiss III
Managing Member / Co-Founder
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Halvard
Halvard Kvaale
Director
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Joe Valdez
Joe Valdez
Research Analyst
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Judy McLean
Judy McLean
Senior Analyst
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Cara Campenni
Cara Campenni
Senior Analyst
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Michael Weiss
Michael Weiss
Operations & Technology Manager

Find out how we can help lower your organization's fees and risks.