AFFILIATED INVESTMENT MANAGERS

Managed Portfolio Advisors®

  • Founded:  2005
  • Headquartered:  San Francisco, CA, USA
  • Expertise:  Overlay management, taxable wealth management, and investment solutions
  • AUM: $31.2B as of June 30, 2018

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.

Net asset value as of June 30, 2018. Assets under management ("AUM"), as reported, may include notional assets, assets serviced, gross assets and other types of non-regulatory AUM.