Scale and Reach MCG is the largest consultant to jointly trusteed benefit plans in the United States, supporting over 320 plans with assets surpassing $100 billion, and total client assets over $150 billion. This demonstrates substantial market presence and potential for expansion into additional large plans and related governance services.

Independent, Conflict-Free As an independent, employee-owned firm with a comprehensive, conflict-free approach, MCG can position itself as the trusted advocate for plan fiduciaries seeking objective asset allocation, manager evaluation, and governance solutions, appealing to organizations prioritizing unbiased guidance.

Integrated Governance MCG offers investment consulting, fiduciary services, and corporate governance support, suggesting cross-sell opportunities to existing clients through expanded governance and fiduciary oversight offerings, asset allocation enhancements, and manager evaluations.

Growth Through Education Rated as an educational resource for clients, MCG’s experienced research team can deliver value-add workshops, webinars, and insights to deepen client relationships and open doors for advisory expansions with current and prospective plans.

Mid-Market Focus Current clients span funds from under 10 million to over 10 billion, indicating a diversified mid-to-large market footprint. This creates opportunities to tailor scalable solutions for mid-sized plans while also serving larger plans, supporting targeted outreach across the spectrum.