Who we are and where we began:
When a Forbes 400 member sold his firm in the 1990s for just under a billion dollars, he hired Michael Dzialo to invest and manage his newly liquid personal wealth. Managed Asset Portfolios (MAP) was founded as an SEC-registered investment advisory firm, and in 2001 Michael opened the doors to families and institutions across the nation.
Investing globally from our headquarters in Rochester, Michigan, today MAP helps over 500 clients preserve and grow their wealth utilizing a strict, global, value-based investment approach aiming to achieve an optimal balance between enhancing returns while managing risk.
What we do:
MAP provides investment advisory and global asset management services to affluent families, non-profits, family offices and institutions.
Our commitment to global value investing has been the key to our success and that of our clients. Our mission is to deliver superior investment performance over the long term, while consciously moderating downside volatility, and preserving capital.
Our servicing process begins by gaining a deep understanding of our clients’ financial aspirations, investment objectives and risk tolerances. We then design and manage investment programs that provide the best prospects of achieving their goals.
While we do study global research and information from third parties, the foundation of our investment process and decision making is our extensive, in-house fundamental company, industry and economic research. We combine this with a disciplined valuation process, an abundance of common sense and a healthy dose of humility which has proven to result in long-term prospects for capital appreciation and/or income while prudently identifying and managing risk.
MAP’s growth and client retention rate is a direct result of our passion for investing, disciplined approach, experienced team, aligned interests, commitment to excellence and integrity in all that we do.