Managed Asset Portfolios, LLC (MAP) is an SEC-registered investment adviser headquartered in Rochester, Michigan. Founded in 2000, MAP provides a focused line of complimentary investment strategies designed to meet client’s unique and personalized investment objectives as well as to help clients achieve their investment goals.

MAP is independent and employee-owned. This ownership structure fully aligns the interests of the firm with those of its clients. The importance of MAP’s independence is that it allows MAP to deliver objective, unbiased investment advice in the best interests of its clients.

MAP’s associates are its greatest asset since our people do make the difference. MAP’s experienced investment team has worked together for approximately 20 years. All associates share a common purpose and value – they have a genuine passion for the markets, along with a strong desire and commitment to excellence. MAP’s performance and longevity are directly attributed to this distinctive personal difference. MAP is committed to achieving distinguished investment performance combined with the highest level of personalized client service.

Our mission is to deliver superior investment performance over the long term, while consciously: (1) moderating downside volatility, and (2) preserving capital. MAP’s investment team performs extensive in-house research and combines it with a strict and disciplined valuation process. Together with an abundance of common sense and a healthy dose of humility, this process has proven to result in the identification of investments with long-term prospects for capital appreciation while prudently identifying and managing risk.

Types of Clients

MAP’s investment approach is well-suited for clients of all types, including individuals, family trusts and institutions. Typically, individual client accounts are trusts, joint, corporations, foundations, or qualified retirement accounts, and have an investment objective of long-term capital appreciation, income or a balanced blend of both.

Custody and Possession of Client Funds and Securities

Client’s investment assets (cash and securities) are held in a separate account at a brokerage firm for the specific benefit of the client. MAP directs only the investment transactions in the client’s account. This arrangement provides for the safety and security of client’s assets, and offers clients full transparency to all account balances and investment activity. Clients have peace of mind with full online access to their account, regular statements and reporting from a large independent firm, as well as the opportunity to manage deposits and withdrawals.