Mill Creek Capital Advisors, LLC

Mill Creek Capital Advisors, LLC (MCCA) is an SEC Registered Investment Adviser based in Conshohocken, Pennsylvania, established in September 2006. The firm primarily caters to high net-worth individuals, pooled investment vehicles, pension plans, endowments, and various institutions. MCCA manages approximately $9.2 billion in regulatory assets, with $9.1 billion under discretionary management and $25 million under non-discretionary management. The firm offers custom investment programs, asset allocation strategies, and investment policy statements tailored to individual client needs. MCCA employs third-party Specialist Managers to handle specific investments within the overall asset allocation strategy. The firm's services include research, market commentary, tactical rebalancing, and risk management. MCCA's investment strategies encompass equity and fixed income allocations, active and passive strategies, and may include hedging and private equity components. The firm practices due diligence on managers and strategies and provides ongoing monitoring of client portfolios. MCCA charges fees based on a percentage of assets under management, with fee rates ranging from 0.40% to 0.65%. The firm acts as a fiduciary, putting clients' interests first and may recommend IRA rollovers only when deemed beneficial to the client. MCCA does not charge performance-based fees and provides investment discretion for client accounts. The firm also discloses its Code of Ethics, Proxy Voting policies, and financial information, affirming its financial stability and commitment to clients.