YASHAVANTH KULSHEKAR's Colleagues at McF Advisors
YASHAVANTH KULSHEKAR's Contact Details
859-392-8600
McF Advisors
YASHAVANTH KULSHEKAR's Company Details
MCF Advisors, LLC ("MCF") is a SEC registered investment advisor that serves clients through two divisions: Wealth Management (individuals, families and business owners) and Institutional (retirement plans: 401k, deferred compensation & defined benefit, endowments, health benefit trusts and corporations). The Wealth Management division provides investment management and wealth advisory services to individuals, families and successful privately-owned businesses / shareholders. Our experienced team members provide the leadership necessary for retirement and financial planning, business and succession planning, risk management, insurance planning, personal trust, tax and estate planning. We believe that successful outcomes are the result of a disciplined and prudent approach.The Institutional division is dedicated to creating successful retirement plan experiences for both employers and employees. Our process-driven solutions help protect employers from corporate and personal financial liability, while increasing investment opportunities, and improving confidence in participant outcomes. MCF offers a proactive, high-touch service experience that shifts the conversation regarding retirement income potential from the participant to the plan sponsor.*Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. More information about MCF can also be found by visiting: https://adviserinfo.sec.gov/. This is not intended as an offer or solicitation with respect to the purchase or sale of any security. Please note: Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if MCF is engaged, or continues to be engaged, to provide investment advisory services.