Managed Portfolio Advisors

Founded: 2005
Headquartered: San Francisco, CA, USA
Expertise: Overlay management, taxable wealth management, and investment solutions
AUM: USD 42.4B as of June 30, 2020

Managed Portfolio Advisors^® (MPA) offers flexible, customized overlay management services. The firm provides a comprehensive suite of services including product development, portfolio construction, and investment management, where recommendations from multiple money managers are implemented in a single, integrated portfolio.

Assets under management (“AUM”) as of June 30, 2020. AUM, as reported, may include notional assets, assets serviced, gross assets, assets of minority-owned affiliated entities and other types of non-regulatory AUM managed or serviced by firms affiliated with Natixis Investment Managers.