MCR Capital Management is an Independent and Fee-Only Registered Investment Advisor based in St. Louis, Missouri. We are the only active investment manager in the St. Louis-area that utilizes computer back-tested market timing strategies to enhance gains and limit losses. Many investment managers will tell you that it is impossible to time the markets. They are wrong. We can show you multiple examples of various asset classes that our strategies show a distinct and consistent advantage over a ‘Buy and Hold’ investor.
Going further, we feel that being an active investment manager is far more prudent than passively watching an oncoming bear market destroy your retirement hopes. At MCR Capital Management you will be invested in the appropriate portfolio for your risk tolerance. We will maintain this allocation during flat and bull markets. Where we differ is when our indicators warn of an approaching bear market. While a traditional broker or financial planner will have you continue holding during the devastating drop, at MCR we will transfer most of your assets into safe and secure assets like Money Markets or U.S. Treasury securities. Therefore at the bottom of the market, you will have even more money to ‘buy the lows’.
The Difference Between a Broker and a Registered Investment Advisor:
Brokers and financial advisers are often tempted to generate commissions and recommend investments that have high fees and sales charges. The Financial Regulation Authority (FINRA) has created a website to check the fees and sales charges you are currently paying, found here: http://apps.finra.org/fundanalyzer/1/fa.aspx
A registered investment advisor is a fiduciary to you. It means that we put you first, and only recommend investments that are best for you. In the case of MCR Capital, we only recommend Vanguard ETF’s to create portfolios, as Vanguard has a conservative reputation of having the lowest fees in the industry. We can offer you either a traditional asset management plan or you can choose to be actively managed using our proprietary trading strategy. This trading strategy follows several proprietary indicators that track the flow of money into and out of the stock market.
In either case, you can be confident that you are paying among the lowest fees possible. Our fee is 1% of assets under management. We utilize Shareholder Services Group (SSG) one of the lowest cost brokers/custodians in the industry to hold your securities and funds. All told your investment with us should cost you little more than 1% per year. Compare our 1% fee with that of a typical mutual fund, for example the JP Morgan Mid Cap Value Fund class A
Total fees and sales charges are over $3000 for that fund, compared to $24 in the Vanguard S&P 500 ETF that we would recommend to you instead.
If you would like to discuss adding an active investment strategy to your portfolio, feel free to give us a call at 636.789.1402 or send an email to