MPM’s principals Tom Damasco and Bryan Ohm worked at big Wall Street firms before realizing that starting an independent practice would allow them to focus on their clients – one without certain inherent conflicts of interest. Today, 15 years later, MPM is committed to providing exceptional service by constantly striving to satisfy our clients every step of the way.
We now provide advisory services to client portfolios of over $300 million. MPM views its clients as partners and works to develop relationships built on trust, personalized service, and commitment to excellence.
Professional Network: Over the years MPM has had the privilege of working with many CPAs, Attorneys, and Wealth Transfer Agents in the area. That work has developed into a formal structure with these professionals. MPM brings this all together to complete the full spectrum of wealth management.
Experience counts: Wealth management is the likely culmination of these industry trends and strategies. Wealth management provides the approach, and our process supports it.
It is part of our core mission to implement procedures to support your stated goals and objectives. MPM’s team is composed of professionals whom we have selected because of their expertise in their respective fields. Over the course of our work, we prioritize the needs of our client, and then thoroughly and methodically address them. We focus on the following areas:
Values Analysis: We want to know what you are most passionate about, what you need to accomplish, what you want out of your life and career, and how you wish to position your wealth so as to maximize your success in these areas.
Investment Analysis: We want to know how much risk you are willing to take – volatility over a given time period – for expectation of a given reward. Once we have isolated your risk-reward “horizon,” we will utilize the precepts of Nobel Prize Winning Modern Portfolio Theory to develop your personal investment plan. This approach, known as “asset-class investing,” provides customized, highly diversified portfolios that offer the ability to effectively manage overall risk and volatility while maximizing potential reward in any given market environment. It is part of our core mission to maximize resource growth while minimizing risk as much as possible.
Financial Services: Our staff and team of partners will go to work to analyze the overall services that clients need to sustain and expand resources most efficiently.
MPM: Your wealth management partner