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MC²
Modern Capital Management Co.
A Modern Approach for the Modern Professional
Who We Are
We are a boutique asset management company, based in Charleston SC, that caters specifically to investment advisors, institutional clients and high net-worth individuals & families. Modern Capital Management prides itself on being able to deliver global wealth solutions while maintaining a local presence. Our team is uniquely made up of investment and operations specialists that spent most of their careers on the sell side, honing their asset management and product expertise for large corporate institutions or RIA's. This experience culminated in our partnership and launching our flagship mutual fund offering, the Modern Capital Tactical Opportunities Fund, which is one of the few publicly traded mutual funds of its kind with regards to trading closed-end funds. Our approach of identifying gaps in the market allows us to think more holistically about wealth management and how we wanted to position ourselves in the marketplace. We seek to cultivate a culture rooted in innovation, client service and partnership.
What We Do
Mutual Funds (MCTOX / MCTDX)
Modern Capital Management is the investment manager for our flagship Modern Capital Tactical Opportunities Fund. The fund aims to provide income and capital gains by investing in a significant portion of the portfolio in closed-end funds, exchange-traded funds, single equities, fixed income and ADRs.
Institutional Asset Management
We work with institutional clients on building unique asset allocations and managing tailored portfolios that suit their individual needs. Our CIO and capital markets group works with every client individually to ensure that return and risk expectations are balanced across the specific needs of every institution.
International Family Office Advisory
We build global partnerships and institutional links with international banks and investment managers to help clients diversify their geographic risk and increase potential investment opportunities for international, non-US domiciled clients.
Our Purpose
To provide a "one of kind" investment that creates significant income & returns for shareholders
How We Do It
Leaning on Our Portfolio managers expertise in the Closed End Funds (CEFs) space, which is the core of the portfolio.
22+ years' experience trading similar strategy
50-80% invested in CEFs, balance is Cash, ETFs, REITs, ADRs, Stock and Bonds
Actively traded to capitalize on the inefficiencies, opportunities, and anomalies in CEFs
Targeting a 8-10% Annual Distribution
Experienced Management & Leadership Team
100+ years of leadership and management experience across our team
Proven track record of trading the strategy for 20+ years
Our portfolio managers have a long history of working together
Learn more about Modern Capital
The Modern Capital Tactical Opportunities Fund
Fact Sheets
2024
2023
2022
In The News
2024
2023
2022
Market Call with Michael Lowenberg
Let's Talk
Our consulting process begins with a discussion about your needs, your pain points, and strategic vision. Contact us to schedule a discovery call to get started.
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Investors should consider the Fund's investment objectives, risks, charges, and expenses before investing. The prospectus contains this and other information about the Fund. A copy of the prospectus is available at https://gryphonfundinfo.com/mctox or by calling Shareholder Services at 800-711-9164. The prospectus should be read carefully before investing. Current and future holdings are subject to change and risk.
Investments in the Fund are subject to investment risks, including the possible loss of some or the entire principal amount invested. There can be no assurance that the Fund will be successful in meeting its investment objective. Investment in the Fund is also subject to the following risks:
· Active Trading Risk: Active trading may result in added expenses, a lower return, and increased tax liability. Since the Fund's advisor engages in high-turnover trading strategies, the Fund will have high portfolio turnover rates.
· Closed-End Fund Risk: Closed-end funds (CEFs) are subject to investment advisory and other expenses, which will be indirectly paid by the Fund resulting in duplicative fees and expenses. CEFs are also subject to management risk because the advisor to the underlying CEF may be unsuccessful in meeting the fund's investment objective.
· Equity Securities Risk: Equity securities are subject to changes in value, and their values may be more volatile than those of other asset classes. These changes in value may result from factors affecting individual issuers, industries, or the stock market.
More information about these risks can be found in the Fund's prospectus.
The Modern Capital Tactical Opportunities Fund is distributed by Vigilant Distributors, LLC., Member FINRA/SIPC. There is no affiliation between Modern Capital Management Co., including its principals, and Vigilant Distributors, LLC.
Securities offered through Modern Capital Securities Inc. Member FINRA/SIPC. Fee Based advisory services offered by Modern Capital Advisors, LLC and Modern Capital Management Company, SEC registered investment advisory firms.
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