Our Performance

In our nearly 30 year history, we’ve forged a proven track record that has often placed us at or near the top of all financial investment managers. Here you’ll find everything you need to know regarding our past performance. Keep in mind, although past performance does not guarantee future results, our performance speaks of our knowledge and experience. See important disclosure notices here.

Performance Reporting and Rankings

The following reports reflect MCA’s performance as reported by Broadridge Financial Solutions and Informa Investment Solutions.

MCA Month-End Performance as of 2022-07-31 (Net)
Broadridge Best Money Managers Rankings through 2022-03-31
PSN Quartile Ranking Bar of MCA's Flexible Growth Portfolio as of 2022-03-31
PSN Quartile Ranking Bar of MCA's Balanced Portfolio as of 2022-03-31
PSN Quartile Ranking Bar of MCA's Conservative Portfolio as of 2022-03-31
MCA's 10-Year Market Risk Return as of 2022-03-31
Global Investment Performance Standards Compliance Letter