Mcdonald Capital Investors INC
Assets Under Management
$1.9B
Number of Clients
91
Number of Advisors
N/A
Avg. Portfolio per Client
$20.5M
Avg. Managed per Advisor
N/A
Compensation
Fee-Only (% of Portfolio)
About This Firm
McDonald Capital Investors (MCI) is an independent investment management firm that manages equity-only and balanced portfolios. MCI seeks to invest in well-managed, growing businesses that are undervalued by the market. The firm's investment approach involves in-depth research and a focus on companies with low debt, high return on equity, and strong cash flow. MCI does not generally tailor its investment services to individual client needs, but may modify asset allocation in balanced portfolios. The firm's principals also invest their own assets alongside client assets.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees may be waived or modified for a client. Fees are negotiable.
Fee Estimator
Areas of Practice
Location
4 Orinda Way, Suite 120-D, Orinda, CA, 94563