Portfolio and Wealth
Management
At MFC Portfolios we offer standalone portfolio management to both individual and institutional investors, as well as a full suite of private wealth and retirement planning services to high net worth individuals.
About You
Our Clients
Our wealth management clients generally have a minimum investment portfolio of $2,000,000.
Our "investment only" clients generally have a minimum investment portfolio of $500,000. Planning is available for investment only clients on an hourly fee basis.
Our Commitment
A fiduciary adviser with all the conveniences of a state-of-the-art tech platform... but never on your own.
Our Goal
Less financial stress. Your financial life finally making your real life easier.
Let us deliver the right solution for your portfolio.
Most of our clients are executives and business owners who are either planning for retirement or retired, and tend to be moderate risk takers who place a high value on the safety of their investment and retirement plans.
Unique Expertise...
Our unique experience and expertise in index-based ETF portfolio construction is the primary initial interest of many that seek us out.
Independent Fiduciary
working with an independent fiduciary advisor who provides personal financial advice free from sales commissions and the inherent conflicts of interest they create can make all the difference.
