Frequently Asked Questions


Sit down with Tim Meyer for answers to same of the more commonly asked questions. Or call at anytime and talk to him yourself, 513-772-3600. 

Company Overview      Client Relationships
MCM Background          Risk Management
Getting Started              Advice 

 
Company Overview


 

MCM Background Back to the top

What's Tim Meyer's background in financial management?
It seems like most people hesitate to speak with a financial advisor. What makes MCM different?


What services does MCM provide?
What is the difference between a Register Investment Advisor and a broker?

Does MCM follow standard financial compliance laws?

 
 
 

Getting Started Back to the top

What's the reason MCM's clients initially seek out MCM's services?
What's the typical profile of an MCM client?


How should one choose a financial advisor?
Do I have to sell my other investments to become an MCM client?


What type of account qualifies for MCM management?


What are the fees for MCM's services?



Can my investment fee be deducted directly from my portfolio?

 
 
 
Client Relationships Back to the top

What can I expect in my first
meeting with MCM?

How often do you meet with
clients?


How does MCM communicate with
its clients?

Can MCM clients trade their own
securities within their portfolios


What happens if I want to end
my relationship with MCM?

 
 
 

Risk Management Back to the top

How secure is my account with
MCM?
What kind of return can I expect?



What’s to prevent MCM
from stealing my money?
 
 
 

Advice Back to the top

In these hard economic times,
does MCM have any advice?