Modular Portfolio Construction (MPC) In utilizing the Modular Portfolio Construction (MPC), Condata is able to use a mixed Model consisting of CORE – ALPHA – ALTERNATIVES – TACTICAL to meet the needs of individual institutional clients.
Each client, however, can choose the level of Risk/Return by electing to employ a Conservative, Moderate or Aggressive Stance.
Charles Schwab & Co. Inc., also provides custodial services for the assets of our investment advisory clients.