OUR CLIENTS
Managed Asset Portfolios (MAP) is an independent SEC-registered investment advisory firm with a commitment to global value investing. With successful beginnings as a single-family investment office for one of the wealthiest families in North America, we opened our doors to outside investors in 2001. Today we proudly service families, family offices and institutions.
Financial Advisors
MAP partners with Financial Advisors to support their client’s investment needs, risk tolerances, and desire for financial peace-of-mind. We provide long-term, outcome oriented investment solutions that are sensitive to asset preservation, growth goals, and taxes.
Our relationship with advisors are partnerships, and we engage in an ongoing dialogue to fully understand their needs and challenges.
Individual Investors
MAP’s private clients include retirees, working professionals, successful entrepreneurs, business owners, wealth inheritors and more.
As each of our clients have a unique story and their assets are intended for important aspirations, the MAP team brings many years of experience and ongoing dedication to providing superior returns in keeping with our clients’ investment objectives.
Institutional Investors
MAP services institutional investors ranging from small organizations who utilize our discretionary investment advisory capabilities to large institutions with in-house asset allocation professionals or investment consultants seeking single mandate investment strategies.
Clients who utilize MAP to fulfill a need within their overall asset allocation invest in our Global Equity or U.S. Multi-Cap Value strategies.
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950 W. University Drive, Suite 100 Rochester, MI 48307
(248) 601-6677
Managed Asset Portfolios, LLC is registered as an investment advisor with the United States Securities and Exchange Commission (SEC). Registration as an investment advisor with the SEC is not an endorsement and does not imply any level of skill or training. ‍
Managed Asset Portfolios, LLC claims compliance with the Global Investment Performance Standards (GIPS®). To obtain a compliant performance presentation and/or the firm’s list of composite descriptions please click on the Contact Us portion of this website, or call us directly at (248) 601-6677.
For additional detailed information about Managed Asset Portfolios, LLC including fees, services and other important information, please carefully read our current Client Relationship Summary (ADV Part 3) and Disclosure Brochure (ADV Part 2A) before you invest.
This website does not constitute an offer or recommendation by Managed Asset Portfolios, LLC of any securities, or an offer of services to any person residing in any jurisdiction in which such solicitation would be unlawful under the applicable laws and regulations. Managed Asset Portfolios, LLC complies with the notice filing requirements imposed upon SEC-registered investment advisors by those states in which the firm maintains clients, or qualifies for an exemption or exclusion from the notice filing requirements.
The website is limited to the dissemination of general information pertaining to investment advisory services provided by Managed Asset Portfolios, LLC. The information reflected on this website should not be construed as personalized investment advice and should not be considered as a recommendation for any specific investment product, strategy, or other purpose. For more information, please see Terms of Use which governs your use of this website.
Please don't hesitate to Contact Us if you have any questions.
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