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MAP in Broadridge Top Money Managers 7-5-2022

Managed Asset Portfolios in Broadridge Top Money Managers

awards & press releases our thinking Jul 05, 2022

Minimum criteria for inclusion in Broadridge Best Money Managers:

I. Performance must be calculated "net” of all fees and brokerage commissions. This means after all fees have been deducted.

II. Performance must be calculated inclusive of all cash reserves.

III. Performance results must be calculated in U.S. dollars, that is, from the perspective of a U.S.-based investor.

IV. Performance results must be calculated on an asset base which is at least $10 million in size for "traditional” U.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.

V. The classification of the product must fall into one of the categories which Broadridge ranks. Broadridge only publishes rankings for categories/time period combinations for which we have at least 20 contenders.

About Us:

Managed Asset Portfolios, LLC (MAP)

From its start as a single-family office for one of the wealthiest families in America, Rochester, Michigan-based Managed Asset Portfolios, LLC has since grown to become a globally recognized, independent SEC-registered investment advisory firm serving 500 families across the world with over $1 billion under management and advisement.

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: www.managedassetportfolios.com 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 been gaged, 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 MAP Global Equity Strategy, MAP Global Equity Strategy Ex-Options, The U.S. Multi-Cap Value Strategy, and MAP Balanced 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.

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.

 

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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.

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