Strategies

Three strategies. Focused on value.

Managed Asset Portfolios offers three separately managed account strategies: Global Equity, Global Balanced, and U.S. Multi Cap Value. The strategies have different geographic mandates and risk profiles, but each is focused on finding value in public securities markets.

Global Equity

Our Global Equity strategy seeks to deliver long-term growth of capital by investing in a diversified global equity portfolio that is unconstrained by geography or market capitalization while being benchmark agnostic. Covered calls may be employed to enhance income stream.

Global Balanced

Our Global Balanced strategy seeks to deliver preservation of capital while generating current income and seeking long-term capital growth. Capital is allocated between fixed income and equity securities. Portfolios are constructed unconstrained by geography and market capitalization while being benchmark agnostic. Covered calls may be employed to enhance income stream.

U.S. Multi Cap Value

Our U.S. Multi Cap Value strategy seeks to deliver long-term growth of capital by investing in a diversified portfolio of securities issued by U.S. companies. It is unconstrained by market capitalization while being benchmark agnostic.
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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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