MILL CREEK - CAPITAL ADVISORS, LLC
on money management
The Mill Creek Capital Advisors Difference
Mill Creek Capital Advisors Difference
Mill Creek Capital Advisors’ 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.
Providing independent, unbiased, and conflict-free investment advice is the core of the service provided by Mill Creek Capital Advisors to our clients. We offer a unique investment platform that is designed to exceed client needs and expectations while minimizing their investment expenses.
Complete Objectivity
As an independent organization, we are not affiliated with any financial institution, nor are we a broker-dealer. Our investment team represents the best interests of our clients through completely objective advice. We do not accept any direct or indirect payments, commissions, soft dollars, or other remuneration from product providers. Our only source of revenue is a direct client advisory fee.
Institutional Access, Oversight, and Pricing
By aggregating multiple client accounts, MCCA is able to gain access to leading specialist managers in each asset class. These managers are often otherwise unavailable to individual investors and smaller institutions. Using a concentrated set of managers facilitates the depth of our manager due diligence and allows us to leverage our aggregate buying power to obtain institutional pricing from managers and other service providers.
Enhanced Administration and Execution
We have negotiated favorable relationships with leading custodial and clearing partners. This allows us to reduce administrative costs and to deliver cutting-edge technological client account access without burdening clients with excess expenses. We coordinate our advice and the execution of our investment strategies with our clients’ tax, estate, and actuarial advisors.
Clients Come First
In a world rife with cookie-cutter solutions, many investment firms seek to fit clients into a pre-conceived strategy. MCCA’s perspective is that multi-million clients of all types should both expect and receive a high level of personalized attention. We strongly believe in the continuity of having a single team responsible for working alongside a client for the life of the relationship.
Each of MCCA’s investment officers is an experienced investment
professional who works with a limited number of clients. As a practical matter, this means that your investment officer can devote substantial time and resources to your account while bringing to the relationship the experience of creating solutions for other clients facing situations similar to yours.