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new perspective on asset management

Mill Creek Capital Advisors is an independent and objective advisory firm founded to provide customized investment solutions, broad asset management, and client service.

high-touch integrated client service

Mill Creek Capital Advisors is an independent and objective advisory firm founded to provide customized investment solutions, broad asset management, and client service.

Tailored Investment Solutions

Mill Creek Capital Advisors is an independent and objective advisory firm founded to provide customized investment solutions, broad asset management, and client service.

Team Oriented
Culture

About Us

Since our founding in 2006, we have served as an External Investment Department for private clients, foundations, endowments, and defined benefit pension plans.

In our role as Outsourced CIO, we formulate an investment policy, restructure the strategic asset allocation targets and ranges, recommend tactical asset allocation changes, and supervise specialist investment managers. We bring the structure, governance, and economies-of-scale used by the most sophisticated and successful multi-billion dollar investment offices to clients who either cannot or choose not to build, staff, and manage an internal investment department.

At a Glance

Founded in 2006

Independently Owned with no conflicts of interest or products to sell

Approximately $3.8 billion under management

21 Professionals

Diversified base of Client Relations

Diversified base of Client Relationships, Including:

- Families

- Captive Insurance Companies

- Endowments and Foundations

- Pension Funds

Offices in Philadelphia, New York, Pittsburgh and Naples, Fl.

Core values

Respect

Integrity

Excellence

Accountability

Teamwork

Objective: To provide the highest level of investment advisory services, breadth of asset management capabilities and dedicated client service.

The Mill Creek Capital Difference

MCCA’s conflict-free structure, buying power, access to superior investment managers, experienced team, and strategic alliances ensure that our clients receive institutional-quality investment portfolios that deliver superior risk-adjusted returns along with outstanding levels of service for less than the fees they would otherwise pay to manage investments on their own.

We believe in proactive investment advisory and client service. The interests of our clients come first always. Through this process we construct efficient and transparent investment portfolios measurable with enhanced reporting functionalities and operational excellence.

Portfolio assets should be broadly diversified within and across asset classes and strategies. Minimizing total portfolio costs (and taxes for taxable clients) is a critical aspect of the portfolio construction and evaluation process.

At MCCA, we believe in four key “building blocks” in our client portfolios:

Diversified portfolios should be constructed to take as little risk as possible in pursuit of long-term return objectives.

Return and risk objectives can be achieved most efficiently through well-researched and capably implemented strategic asset allocation decisions, tactical asset allocation decisions, and active portfolio management decisions.

We also believe that controlling the total costs incurred by clients is also critical to meeting their return objectives. Often, portfolios are implemented using a blend of “active” and “index” strategies to maximize “net” returns.

Alternative Investments (hedge funds, real assets & private equity) may play a role in the portfolio in certain market environment and client situations. Institutional access to these strategies is critical.

Tailored Investment
Solutions

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Philadelphia Office

Eight Tower Bridge
161 Washington Street, Suite 1500
Conshohocken, PA 19428
(610) 941-7700 (main)
(610) 941-9792 (fax)

New York City Office

69 Charlton Street
Suite 510
New York, NY 10014
(610) 608-7764 (main)

Pittsburgh Office

Foster Plaza 10
680 Andersen Drive, Suite 530
Pittsburgh, PA 15220
(412) 637-2111 (office fax)

Naples Office

999 Vanderbilt Beach Rd, Suite 200
Naples, FL 34108
(239) 325-5000 (main)
(610) 941-9792 (fax)