MCA Cross Border Advisors Inc.

Overview

MCA Cross Border Advisors Inc. is an independent registered investment adviser formed in 2013 that serves individual and family clients. The firm operates as a capital allocator and combines advisory services—financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers—with business activities that include insurance brokerage and accounting. Fee arrangements are flexible, including a percentage-of-AUM model as well as hourly and fixed-fee engagements. The firm is not an active ESG investor and does not classify itself as a multi-state adviser in its filings. The name and the owner classification (foreign entity and individual) indicate a focus on clients with cross-border or international considerations, and the firm’s practice of selecting other advisers suggests it places client capital into third-party managers in addition to managing assets directly.

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Public Holdings

Investments & Alternatives

Location & Offices