Investment Philosophy

At M Wealth, our mission is to leverage and optimize clients’ financial, social, and human capital toward the achievement of their life goals. We believe that applying an integrated, after-tax approach to investment management is the optimal advice model for affluent investors.  As part of this approach, we analyze all aspects of clients’ assets and financial goals in order to deliver advice (via the Member Firm advisor) from a holistic perspective.

We have committed ourselves to independence and have developed a platform that employs open architecture.  To this end, we have consistently and intentionally worked to remove potential conflicts of interest.  M Wealth’s sole compensation is paid by our clients, and thus our strategy and product selection are always in their best interest.

An important point of differentiation for M Wealth is our investment philosophy:

• Markets work – the price established by buyers and sellers in most markets is the most consistently accurate estimation of current value
• Risk and return are related
• Broadly diversified, asset-class strategies are most effective for public equity markets
• Portfolio management skill is better accessed in less efficient private and fixed income markets
• Matching client assets with current and future goals and liabilities drives asset allocation
• Minimizing tax and investment management expenses provides the most cost efficient access to market return