MCAP Investment Management

Overview

MCAP Investment Management is an independent wealth and investment manager serving family offices, private institutions, and qualified individuals. The firm leverages platforms provided by custodians like Charles Schwab and Interactive Brokers to offer open-architecture market access. This independence allows MCAP to eliminate unnecessary bias, bureaucracy, and commonly obscured fees on behalf of its clients. The team has international experience gained in large financial institutions, family offices, and private equity, with backgrounds in cross-asset portfolio management, equity options trading, real assets investments, and private capital markets. They welcome complexity and provide access to a network of legal and tax advisors where appropriate. MCAP's approach to investment management is pragmatic and principles-based, with a steadfast focus on long-term wealth preservation, risk-adjusted returns, investment efficiency, and liquidity. The firm provides clients with long-term investment diversification across global equities, fixed income, commodities, alternative investments, and digital assets. They are fiercely independent in their research and security selection and utilize low expense ratio, liquid index ETFs where suitable. Where suitable, MCAP employs prudent use of covered and/or cash-secured equity options strategies to manage risk, enhance portfolio yields, and improve investment entry and exit points. They welcome international clients and facilitate the transfer of international securities portfolios from non-US custodians. International market access is available in local currencies in Australia, Austria, Belgium, Brazil, Canada, Czech Republic, Denmark, Finland, France, Germany, Hong Kong, India, Indonesia, Ireland, Israel, Italy, Japan, Luxembourg, Malaysia, Mexico, Netherlands, New Zealand, Norway, Philippines, Portugal, Singapore, South Africa, South Korea, Spain, Sweden, Switzerland, Taiwan, Thailand, and the United Kingdom. MCAP also facilitates the implementation of scalable, collateralized lines of credit against securities held in portfolio with their custodians. This allows clients to finance external projects with greater flexibility and often efficiency than traditional term-based lending. The firm develops appropriate financing strategies, negotiates terms with custodian lenders, and oversees the collateralization and approval process on behalf of clients. Comprehensive account reporting and tax documentation are administered by their custodians. Clients have real-time account and reporting access through desktop and mobile applications. MCAP provides additional tailored reporting and analysis based on client requirements. The firm enjoys longstanding relationships with qualified tax and legal advisors for structuring and complex transactions. Trust administration services are available via their custodian and trust company network. Integrated mortgage, banking, and card services are available to clients via their custodians.

Investment Focus

• Accredited investor status
• Alignment with MCAP's investment philosophy and strategies

Portfolio Companies