>> Who are MCG Wealth Management?

MCG Wealth is a family owned and run wealth management firm which that services the investment needs for individual investors & their families in Australia and abroad. MCG currently manages over $400million of assets.

Our Approach

The foundation to managing money for our clients has been based on two simple yet imperative building blocks. The first is being client focused and truly understanding their objectives. The industry practice is for a business model built on encouraging investors to trade. We strongly believe this is flawed, and leads to our second building block being an open architecture business model where we surround ourselves with the best of class in order to get the best result for our clients. These two fundamentals led us to the creation of our fund which is the core holding for our clients.

MCG - Supplementary Product Disclosure Statement MCG - Supplementary Product Disclosure Statement (7093 KB)

Investment Philosophy

Our investment philosophy is based on an Absolute Return Objective. That is:

  • Preserving capital during difficult market conditions
  • Controlled levels of volatility throughout the market cycle
  • Consistently producing absolute returns in excess of 9% over rolling five year periods

The Absolute Return Objective is the cornerstone objective for most investors, yet the industry has not centred client’s portfolio accordingly.

While most institutional investors focus primarily on delivering absolute returns through superior “market timing” or “stock picking”, both of which exhibit limited performance persistence, the Multi-Asset Endowment approach focuses on portfolio construction and risk management to achieve its outcomes

  • This leads of a more systematically and in turn repeatable delivery of desired investment outcomes
  • Investment returns are generated by capturing multiple asset class risk premiums and by employing a variety of investment strategies

Fund

This has brought us to the creation of our investment funds. Through the building of strong relationships over the past decade, we have been able to put ourselves in a situation where we were able to create a fund which reflects our approach. This has enabled a more streamline and cost effective approach for our clients and has been paramount to our success.

 For further information on your wealth management needs, please contact us.

MCG Wealth - Monthly Report - April 2013 MCG Wealth - Monthly Report - April 2013 (61 KB)

 

General Advice Warning

We have not taken yours and/or your clients' circumstances into account when preparing our website content so it may not be applicable to the particular situation you are considering. You should consider yours and/or your clients' circumstances and our Product Disclosure Statement (PDS) before making any investment decision. You can access our PDS online or by calling us. This website was prepared in good faith and we accept no liability for any errors or omissions. Past performance is not an indication of future performance.