Financial Advisors

MAP partners with Financial Advisors to help address 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 ownership structure, investing process constancy and entrepreneurial culture – coupled with the intellectual capital, camaraderie and character of our organization – equates to our standing in contrast to much of the financial services industry and Wall Street.

The advisors we serve benefit from the experience and capabilities of our portfolio team, a collective value-investing think-tank that has been together for over 20 years.  Rooted in daily proprietary research and the leveraging of a strong set of third-party sources, our team develops and implements award winning investment strategies and decisions for our clients.

We consider our relationship with advisors to be a partnership, and engage in an ongoing dialogue to fully understand their needs and challenges.  Our commitment is to bring forth investment solutions that seek to both capitalize on opportunities and drive performance.

The Global Equity strategy seeks to generate long-term growth of capital by investing in a focused portfolio of global equities. The strategy employs no leverage and the use of derivatives is limited to opportunistically writing calls against select equity positions.

The MAP Balanced strategy is essentially the MAP Global Equity strategy with a fixed-income allocation. Similar to our equity only strategy, we are opportunistic with our (corporate) bond selections.