Managed Portfolio Program (MPP)

The Managed Portfolio Program delivers all aspects of the investment management process to clients of Member Firms.  It is designed for clients with at least $25,000 who are seeking a simplified process of managing their investment assets.

This program enables representatives of registered investment advisors (“RIA”s) to provide ongoing advice to clients while being supported by M Wealth’s sophisticated front and back office systems.  M Wealth has created six tax-deferred and six taxable account portfolios designed specifically for Member Firm clients.  Included in this program are model portfolios, an online proposal and risk assessment tool, as well as outsourced accounting, reporting and marketing assistance.

Managed Portfolio Program Responsibilities

• Provide online proposal creation tool and marketing materials
• Product selection and access
• Ongoing product and allocation due diligence
• Operations assistance
• Trading and rebalancing
• Reporting
• Fee billing

Member Firm Responsibilities

• Client Sourcing
• Investment model selection
• Relationship management
• Compliance

Minimum Size
Minimum account size of $25,000