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.