MAP has private clients from all walks of life, including retirees, working professionals, successful entrepreneurs, business owners, wealth inheritors and more. We understand that wealth is the result of lifetimes or generations of hard work and intellect. For this reason, we are honored to invest on our clients’ behalf and strive to build personal relationships with each and every one of them.
Every client has a dedicated Investment Advisor who will sit down and talk. We start the journey of building a deep, personal relationship by talking and getting to know you. At MAP, you do not get a call center representative. We welcome all of our clients to come into the office and sit down for a cup of coffee. While we talk, we’ll discuss your financial objectives, risk profile, and all of your long-term goals. We want our representatives to truly understand what and who is important to you and how we can help you achieve those goals.
MAP has always been a business that relies on strong, lasting client relationships. Our goal is to show that we are the right firm not just for you but also for your children and grandchildren as well. And that's how we define success.DOWNLOAD INVESTOR DOCUMENTS
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950 W. University Drive, Suite 100 Rochester, MI 48307
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.
Please don't hesitate to Contact Us if you have any questions.