Modern Portfolio Management (MPM) was founded in 1995 in order to provide a passive fee-based investment opportunity for the existing clients of the founding partners, Bryan Ohm and Tom Damasco. After MPM was up and running, MPM became aware there were other advisors looking for similar services. Part of our mission became the development of a back office support system that would allow advisors to focus on existing and prospective client relationships.
A professional can utilize our services in one of two ways:
|Click here to become a Solicitor||Click here to become an Advisor|
Convenience: When consolidating the Wealth Management process, our clients have more time to enjoy what they love to do and less time worrying about their financial affairs.
Discretion: Client confidentiality is a high priority at MPM. Each advisor and office staff member pledge and exercise a high degree of discretion in all aspects of our work thus providing our clients maximum protection.
Value: By consolidating financial services with Modern Portfolio Management, clients reduce the cost of investing and increase potential earnings through strategic and comprehensive planning.
MPM: Your wealth management partner