Managed Asset Portfolios' U.S. Multi-Cap Value Strategy Recognized by Broadridge Top Money Managers, Powered by Lipper
Mar 10, 2026Rochester, MI, March 10, 2026 -- “We are incredibly proud to be recognized once again for the performance of the U.S. Multi-Cap Value Strategy, and in particular our ranking 2nd overall for the 40-quarter period ending 12/31/2025 in the U.S. Diversified/Multi-Cap Value Equity category. This award speaks volumes and commemorates our 25th year—by achieving a milestone that reflects the strength of our discipline, our process, and the trust our clients place in us. As we move forward, we pledge to continue building on a legacy defined by discipline, innovation, and unwavering dedication to our clients.
For well over two decades, we have navigated diverse market environments, remained true to our investment philosophy and catalyst-driven fundamental research approach, focused on long-term risk-adjusted returns. I also credit our consistently high rankings to MAP’s stable, experienced, and collegial team of investment professionals. I want to extend a personal and genuine thank you to our incredible team and clients,” said Michael Dzialo, Founder, President and CIO.
Minimum criteria for inclusion in Broadridge Best Money Managers:
- Performance must be calculated "net” of all fees and brokerage commissions. This means after all fees have been deducted.
- Performance must be calculated inclusive of all cash
- Performance results must be calculated in U.S. dollars, that is, from the perspective of a U.S.-based investor.
- Performance results must be calculated on an asset base which is at least $10 million in size for "traditional” S. asset classes (equity, fixed income, and balanced accounts) or at least $1 million in the case of international and "alternative” U.S. asset classes.
- The classification of the product must fall into one of the categories which we Broadridge only publishes rankings for categories/time period combinations for which we have at least 20 contenders.
Broadridge MarketPlace - Data supplied by Lipper - Returns & Rankings As of 12/31/2025
About Managed Asset Portfolios, LLC (MAP):
The firm was founded as a single-family investment office by Michael Dzialo in 2001, and manages over $1.25 billion for institutional, sub-advisory and individual investors from its headquarters in Rochester, Michigan.
Managed Asset Portfolios claims compliance with the Global Investment Performance Standards (GIPS®). To obtain a GIPS Report and/or policies for valuing investments, calculating performance, and preparing GIPS Reports visit our website at: https://www.managedassetportfolios.com/due-diligence-documents or call us directly at (248) 601-6677.
Disclosures:
Awards and recognitions by unaffiliated financial publications should not be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if MAP is engaged, or continues to be engaged, to provide investment advisory services, nor should they be construed as a current or past endorsement of MAP or its representatives. Rankings are generally based upon information prepared and/or submitted by the recognized adviser. You should not make an investment based solely upon any such award. Past performance is no guarantee of future results. MAP did not pay a fee for inclusion on any award or recognition list.
The material provided is for information only and is not an offer or recommendation to buy or sell or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. The content of this release is intended for use by qualified investment professionals. Please consult with an investment professional before making any investment decisions using any content from this release.
The “BROADRIDGE Best Money Managers, powered by Lipper” ranks investment managers against peers that have submitted performance history to the Broadridge/Lipper Marketplace database. Performance rankings are available for the most recent quarter, 4 quarter, 12 quarter, 20 quarter and 40 quarter periods. Investment managers are ranked by investment strategy performance relative to peers. Broadridge rankings are not intended to constitute investment advice or predict future results. Rankings are generally based upon information prepared and submitted by advisers. Although obtained from sources deemed reliable, neither Managed Asset Portfolios, LLC (MAP), nor Broadridge, can guarantee the accuracy of data used to create rankings. In addition to periods of positive returns, the U.S. Multi-Cap Value Strategy may have experienced some periods of negative returns during the award time frames. Comparison results are historical. There is no guarantee that any investment will achieve its objectives, generate profits, or avoid losses. Please visit the Broadridge Marketplace website (https://marketplace.broadridge.com/marketplace) for more details about the “BROADRIDGE Best Money Managers, Powered by Lipper” rankings.
SOURCE: Managed Asset Portfolios, LLC
CONTACT: Office at (248) 601-6677 or via the web at https://managedassetportfolios.com
GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.
