Financial Advisors

MAP offers Financial Advisors various investment vehicles to aid in building client portfolios.  MAP does not have the numerous conflicts of interest inherent to larger firms.  “Sticking to our knitting” precludes us from competing with our clients as we do not offer estate, accounting, banking or trust services.   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 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.