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INVESTOR DOCUMENTS

PERFOMANCE & DUE DILIGENCE INFORMATION

Investor Documents 

Client Relationship Summary - ADV Part 3
Brochure - ADV Part 2A
Brochure - ADV Part 2A (Material Changes Only)
Brochure Supplement - ADV Part 2B
MAP Code of Ethics
MAP Privacy Policy

Performance Information

MAP Views • Research & Thought Pieces
Global Equity Fact Sheet 2Q 2024
Global Balanced Fact Sheet 2Q 2024
U.S. Multi-Cap Value Fact Sheet 2Q 2024
Global Equity Ex-Options Fact Sheet 2Q 2024
Enhanced Income Fact Sheet 2Q 2024
Global Equity Strategy Overview 2Q 2024
Global Balanced Strategy Overview 2Q 2024
US Multi-Cap Value Strategy Overview 2Q 2024
Global Equity Ex-Options Strategy Overview 2Q 2024
Enhanced Income Strategy Overview 2Q 2024

MAP - GIPS Verification Reports

MAP - GIPS Verification Report - Firm-Wide 4Q 2022
MAP - GIPS Verification Report - Global Equity Composite 4Q 2022
MAP - GIPS Verification Report - Global Balanced Composite 4Q 2022
MAP - GIPS Verification Report - US Multi-Cap Value Composite 4Q 2022

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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. ‍

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