Investment Platform

The M3 investment platform provides a comprehensive and diversified selection of strategies to serve the needs of our clients. Our strategies are designed to cover a broad range of investable assets, investment objectives and risk profiles. We manage several proprietary strategies based on our Rules Based Investing® (RBI) philosophy. These strategies may be applied separately, or in combination, to a clients portfolio. Our proprietary strategies are complemented by select outside managers providing our clients prudent diversification and exposure to a full range of asset classes.