Business Opportunities

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 establishing a successful operation, 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:

1. Become a Solicitor for an established Advisor of Modern Portfolio Management, or;
2. Utilize your investment expertise as an Advisor and affiliate with MPM for the purpose of back office support.

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