About Us

Leonard Cooperman and Michael Cooperman at the New York Stock Exchange

MJC Advisors, LLC is in its 20th year as a boutique investment advisory firm assisting our clients in successfully growing their stock and bond portfolios.

Our diverse group of clients includes significant numbers of doctors, lawyers, MBAs, small business owners, and retirees. This group, which has grown over the years on a "word of mouth" basis, is comprised of individuals, families and businesses located across 20 states, Washington, D.C., and Europe.

We prepare customized investment strategies for our clients, with an emphasis on balancing asset growth, wealth preservation and risk management. Our portfolios are based on the client's financial position, personal financial goals, risk tolerance, retirement plans, and related considerations. We use highly-regarded investment and wealth management principles, and we emphasize the use of low-cost mutual funds and exchange traded funds.

We have an excellent record of portfolio performance as we focus on market valuations and the "macroeconomic drivers that matter" including corporate profits, GDP growth rates, inflation, interest rates and central bank policies in the US, Europe and Asia. We consider market perspectives from a wide variety of investment management sources and we use analytical models to support portfolio diversification and risk management.

Our team members have exceptional analytical backgrounds and successful portfolio management experience in the stock and bond markets, with a focus on accounts ranging from $50,000 to over $10 million.

Our accounts are held in client name at Charles Schwab & Co., one of the leading broker-dealers in the US, which provides full custody and back-office support including on-line account access, immediate emailing of trade confirmations, monthly statements, annual tax reporting, and other services. We also manage client accounts held in tax-deferred 401(k) accounts at corporations and in 403(b) and 457 accounts held at nonprofit employers.

You can access our Form CRS here.

We maintain on-going availability (including evenings and weekends) so that our clients can contact us to discuss their portfolio, investment issues, market and economic issues, or related topics at any time.