AFFILIATED INVESTMENT MANAGERS
Managed Portfolio Advisors
- Founded: 2005
- Headquartered: San Francisco, CA, USA
- Expertise: Overlay management, taxable wealth management, and investment solutions
- AUM: USD 51.8B as of March 31, 2021
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 March 31, 2021. 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.
Tax Management in a Strong Market
Proposed Tax Code Changes and Tax Management Insight
Assessing the Impact of Biden’s Tax Proposal on Investment Returns
