MCG Wealth Management was established by Paul McGoldrick in 2005 to manage the portfolios of a select group of wealthy families. Over a decade later our firm has evolved and an experienced team of wealth management professionals are now responsible for managing in excess of $500 million of assets on behalf of a growing client base.
We have developed a differentiated investment approach to achieve our goal of delivering consistent and attractive absolute returns for our clients. During periods of market stress, preserving client's capital within their agreed level of loss tolerance is paramount.
We strive to combine our investment management capabilities with a family office level of client service.
The MCG Wealth Management investment and risk management capabilities have been strengthened through our strategic partnership with an international best-in-class asset manager (BlackRock Alternative Advisors), which has enabled the firm to benefit from a global network of dedicated and experienced investment professionals.
MCG Wealth Management remains privately owned by the firm's Directors, who also have significant investments using the same approach we use in managing client portfolios, ensuring a strong alignment of interests.