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INVESTMENT MANAGEMENT SERVICES

Focused global portfolios, built for the long-term with a conviction and commitment to value

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Managed Asset Portfolios | Rochester MI | Investment Management Service | Financial Consultant
INVESTMENT MANAGEMENT COMPANY

Managed Asset Portfolios (MAP) is an independent SEC-registered investment advisory firm with a commitment to global value investing. With successful beginnings as a single-family investment office for one of the wealthiest families in North America, we opened our doors to outside investors in 2001. Today we proudly service families, family offices and institutions.

FINANCIAL ADVISORS
INDIVIDUAL INVESTORS
INSTITUTIONAL INVESTORS

Global & Value-Driven

When we invest in a company, we buy part of that business. We only purchase securities in companies that we believe are trading at a discount to their fundamental value and sell when the price exceeds that fundamental value.

Living in a global economy, we believe it is advantageous to approach investing from a global perspective. We believe this presents more opportunities to deliver long-term capital appreciation for our clients. Our strategies are unconstrained by geography or market capitalization, giving us the ability to invest where the best opportunities are. Additionally, we offer a U.S.-only strategy, providing flexibility for our investors.

STRATEGIES
Managed Asset Portfolios | Rochester MI | Investment Management Service | Financial Consultant

MAP Research & Thought Pieces

MAP's Investment Teams discussion of financial performance and outlook for inflation, the economy and broader markets

MAP Views Fourth Quarter 2022

October 4, 2022

In this edition of MAP Views, MAP’s Investment Teams discusses the third quarter performance, as well as our outlook for inflation, the economy and the broader markets going forward.

READ HERE
MAP's Market Perspective Managed Asset Portfolios | Rochester MI | Investment Management Service | Financial Consultant

MAP's Market Perspective

November 18, 2022

How tax-loss harvesting, when done right, can mitigate the tax burden for investors.

READ HERE
Webinar recording hosted by MAP's President & Chief Investment Officer Michael Dzialio

MAP Webinar: Quarterly Webinar - Q4 2022

October 4, 2022

Watch a recording of our latest Webinar hosted by MAP’s President & Chief Investment Officer, Michael Dzialo and MAP's Senior Portfolio Manager, Karen Culver, where we share our thoughts and insights on the markets and the economy.

VIEW HERE
Headlines from across the MAP Weekly Curation of Favorite Reads

Headlines from across the MAP

Weekly Curation of Favorite Reads

Investors have a content problem. The constant barrage of information – mostly useless noise – can be overwhelming. At MAP, we spend much of our time reading. We want to point you to our favorite articles.

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MANAGED ASSET PORTFOLIOS

Disciplined global value manager focused on finding advantageous risk-reward opportunities

VIEW RESEARCH & THOUGHT PIECES

Our philosophy and process has shown its strength throughout economic cycles. Our portfolio management team strives to continue our past successes, while continuously learning from successes and failures. Our portfolio management team has worked together for over 25 years.

Independently owned with incentives for key employee retention, MAP strives to achieve the best risk-adjusted returns for our clients

We are unconstrained by ownership affiliations or partnerships with investment banks, broker dealers, accounting firms, insurance companies or law firms.

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Managed Asset Portfolios | Rochester MI | Investment Management Service | Financial Consultant

950 W. University Drive, Suite 100 Rochester, MI 48307
(248) 601-6677


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.

Please don't hesitate to Contact Us if you have any questions.

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