MCG is the premier investment consulting firm to Taft-Hartley benefit plans and one of the largest, most experienced investment consulting firms in the U.S . We currently serve over 330 benefit plans whose combined assets exceed $146 billion. Our clients represent a variety of industries whose benefit funds range in size from less than $10 million to over $13 billion.
MCG was founded in January 1988 by Jack Marco and Tom Mitchell, Sr., out of a need to provide full-service investment analysis and advice to Taft-Hartley and Public benefit plans. Providing comprehensive analysis and advice on all aspects of the investment process, customized reports, and information that trustees can rely upon as competent, direct, and independent are the foundation services MCG has always offered our clients.
We are not affiliated with any other organization and are owned by the employees of the firm. This ownership structure assures the continuity of personnel at MCG, which is critical in providing a high level of personalized service to our clients.
Our employees are organized and are members of UFCW Local 881. As a contributor to jointly-trusteed funds and as an employer of UFCW members, MCG demonstrates a commitment to, and understanding of, labor-management funds that is unparalleled in the industry.
UNBiased & Integrity
MCG is committed to providing clear, independent and objective advice to our clients. We do not sell a subscription service for our reports to be handed out quarterly. We provide well-researched solutions to address the evolving issues our clients are faced with, offering our collective experience across the markets to provide new ideas and approaches for board members and fund executives to consider.
One hundred percent (100%) of The Marco Consulting Group's revenues are attributable to our plan sponsor clients, with approximately 4% of this total attributable to our proxy voting service clients.
We place a priority on educating board members and fund executives on how to diversify their funds, whether through allocations to traditional and alternative asset classes or new strategies constantly under review. In addition to presentations and discussions at our client meetings we also hold a Client Conference to keep our clients up-to-date on the changing market environment and effective strategies to meet their fiduciary goals.
Our long-standing client relationships and the many referrals we receive from clients are a testament to the level of quality service we provide year after year. In the defined benefit area, our consultants proactively advise clients on the latest developments impacting asset allocation assumptions, risk management, traditional and non-traditional asset classes, corporate governance and custodial services. We also advise board members and fund executives on best practices which have the potential to improve organizational performance across administrative, compliance and member services functions.
MCG's commitment to clients is grounded in remembering the people who rely on these assets and understanding our clients' goal to build a sound program that will give plan participants dignity and comfort in their retirement years while assisting them with health and other benefits during their working years.