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.
The advisors we serve benefit from the experience and capabilities of our portfolio team, a value-investing think-tank that has been together for over 20 years. Rooted in daily proprietary research with the use of a strong set of third-party sources, our team develops and implements award-winning investment strategies and decisions for our clients.
Our relationship with advisors are partnerships, and we engage in an ongoing dialogue to fully understand their needs and challenges. Our commitment is to provide investment solutions that meet the advisors and their clients needs.
Strategies OfferedDue diligence documents