Investment Management

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MSCM was founded on the thesis that steady consistent returns will outperform over the long run. We pride ourselves in the successful execution of our unique investment philosophy. With sophisticated risk management techniques, we strive to avoid substantive losses and preserve the wealth you have already attained. We know that our investors have worked hard to accumulate their wealth.  Thus, we work equally hard for them – to help protect and grow that wealth.

McElhenny Sheffield has extensive successful direct investment management experience. Thus, the firm has the ability to offer individuals and institutions sophisticated investment strategies and wealth management solutions appropriate for complex and changing market environments. This ability to adapt to fast-changing markets and to meet the evolving needs of clients has been a hallmark of our organization since 2000. Our independent, disciplined, clearly defined, rules-based investment philosophy helps drive our achievement of the competitive returns we seek for our clients.

We approach the investment process with four basic goals in mind; 1) fully understand the needs and objectives of our clients, 2) design a custom financial plan that includes a diversified portfolio consistent with the client’s needs and objectives, 3) regularly review and optimize holdings based upon our analysis and research, 4) approach everything we do with honesty and integrity. With expertise in customized portfolio management, financial and estate planning, retirement benefits consulting, risk management solutions and tax planning, McElhenny Sheffield provides a comprehensive and integrated approach to managing and building wealth.

At MSCM, we employ very conservative investment precepts as the predominant guide in our investment process. Our primary objective is to make a steady and consistent return. We employ the same level of discipline and analysis to all of our strategies.

We consider ourselves agnostic investors, as we are willing to scan the entire economic and market capitalization spectrum for potential investment positions. We therefore do not rule out any sector; conversely, we do not feel the need to have a presence in any particular sector. This agnostic approach also keeps us from being conflicted by a long only bias.

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