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, portfolio solutions and outsourced chief investment 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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55+

Profitable Portfolios

$13.7 B

Consulting Assets Under Management* (12/31/2017)

Experience

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

 

OUR CONSULTING APPROACH


Risk-Focused Process

MPC Capital Advisors' expertise in investment strategies and capital markets provides our clientele the solutions to help clients address a variety of market environments. We place an emphasis on preserving capital for our clients and therefore, we focus heavily on evaluating and diversifying the inherent risks within each individual aspect of the investment process using both quantitative tools and qualitative judgment.

 

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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DAVID J. DELUCCIA
David J. Deluccia
Managing Member / Co-Founder
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Daniel Leher
Daniel Lehrer
CFA, CFP, Managing 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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Patricia Wibowo
Patricia Wibowo
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.