MWP - Managed Wealth Portfolio

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-defined, 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. We will work with these managers in MWP to create a customized investment strategy designed to address your specific needs.

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