INVESTMENT MANAGEMENT SERVICES
Focused global portfolios, built for the long-term with a conviction and commitment to value
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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.
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
MAP Research & Thought Pieces
MAP Views Fourth Quater
October 1, 2024
In this edition of MAP Views, the Investment Team discusses interest rate actions by the Federal Reserve, the backdrop of the economy, including inflation, the upcoming U.S. elections, and portfolio positioning heading into the fourth quarter of 2024.
MAP's Market Perspective
November 13, 2024
Our most recent Thought Piece discusses how the Investment Team utilizes covered calls and the criteria we set within our strategy.
MAPÂ Monthly Roundtable Webinar - October 2024
October 17, 2024
Watch Managed Asset Portfolios’ Monthly Roundtable as Michael Dzialo, President and CIO, and Zachary Fellows, Portfolio Manager, discuss critical topics such as inflation, interest rates, and recent economic trends.
MAP Press Releases
August 23, 2024
The “BROADRIDGE Best Money Managers, powered by Lipper” ranks investment managers against peers that have submitted performance history to the Broadridge/Lipper Marketplace database. Performance rankings are available for the most recent quarter, and 40 quarter period ending June 30, 2024.Â
MANAGED ASSET PORTFOLIOS
Disciplined global value manager focused on finding advantageous risk-reward opportunities
VIEW RESEARCH & THOUGHT PIECESOur 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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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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