Our Process

Implementing wealth management in its most efficient form, calls for organizing a full financial effort, as much as possible, under one roof. It also calls for the executive or entrepreneur to align wealth with life values and professional goals. The time to implement wealth management is not during or after a wealth transition, but before. Properly implemented to align values with resources, it can provide a valuable road map leading to security and satisfaction in the mature years.

In order to best align the clients’ values with resources and wealth, we use a process that consists of the following strategies and resources.

Wealth Management: The firm’s core service, wealth management, provides formal support for client assets and their placement. By taking clients through a detailed Discovery Process, MPM aligns investments with investors’ most important values and professional and personal needs. The wealth management model then also allows the development of a plan of action – a roadmap – to coordinate a client’s financial life using a team of financial professionals to provide the necessary resources.

Modern Portfolio Theory: MPM’s wealth management service is supported by “best practice” investment techniques known in aggregate as Modern Portfolio Theory (MPT). MPT emphasizes risk management and seeks to smooth out volatility over time. By analyzing the volatility of certain asset classes and then determining a client’s “risk horizon,” a diversified portfolio can be assembled that has the potential to reduce market risk while providing returns that meet or exceed expectations.

DFA Specialty Access: MPM uses Dimensional Fund Advisors to provide the tools and the asset classes that can be blended to provide a portfolio that adheres to client preferences. DFA is a leading firm in the disciplined, academic application of MPT ideas and “best practices.” MPM is one of a few (institutional) advisory firms in the U.S. approved by DFA and given access to its funds. This extraordinary privilege gives clients access to a broad array of funds with academically engineered benchmarks.

Customized Reporting: MPM’s software and services have become so efficient that they are used by others as well. The firm now has relationships with a number of other advisors who provide MPT-style services to their clients and utilize the firm’s reporting package as well. See Business opportunities.

Discovery Meeting: At the initial meeting, a discovery interview is conducted. This helps to identify the challenges you face in achieving all that is important to you. We examine your current situation, the goals you would like to achieve and how we can maximize the possibility of achieving these goals.

We use the following methodology to analyze whether MPM is the “right fit” for a client and then to pursue a disciplined strategy of communication, analysis and resource realignment as necessary.

MPM believes that a solid and lasting relationship with a knowledgeable, concerned, and detailed advisor is the best way for our clients to realize their financial goals. We are totally committed to providing outstanding client service. We build our business around our clients’ needs, desires, and objectives.