MCA Cross Border Advisors Inc.

Overview

MCA Cross Border Advisors Inc. is an independent registered investment adviser that has been SEC-registered since 2013. The firm identifies as a capital allocator serving individual and family clients and combines advisory work with related business lines — it also operates as an insurance broker and provides accounting services. Its advisory mandate includes financial planning, portfolio management for individuals and small businesses, and selection of other advisers, and it charges clients via a mix of percentage-of-AUM, hourly, and fixed fees. Ownership is listed as a mix of a foreign entity and an individual. The firm does not identify as an active ESG investor and does not report multistate adviser status.

Assets & Accounts

Public Holdings

Investments & Alternatives