Model Wealth Portfolios

Professional Money Managers

MWP is an investment platform that offers portfolios from a variety of
professional money managers, each of whom provides a unique philosophy,
process, and market outlook. These money managers follow well-defned,
repeatable processes for building and managing portfolios, while considering the
long-term risk-return expectations for the investments they include and employing
sophisticated screening methods to narrow the universe of investment options.
Many of these managers are institutional strategists who build portfolios for large
institutions or endowment funds. In many cases, individual investors can access
these strategists through million-dollar-plus investments. With MWP, you get
access to these institutional strategists through a starting investment minimum
of just $10,000.


I’ll work with these managers in MWP to create a customized investment
strategy designed to address your specifc needs.

Schedule a Portfolio Review