Investment Management

Asset AllocationM3 provides asset allocation models driven by our Rules Based Investing© philosophy and designed to meet a broad range of investment objectives and risk tolerance. EquityM3’s equity platform provides a range of proprietary investment strategies covering multiple market environments and investor objectives.Fixed IncomeFixed income investments are designed to diversify an investment portfolio, reduce portfolio volatility and provide income to meet client objectives. Alternative StrategiesAlternative Strategies are designed to provide exposure to specialized asset classes or strategies having lower correlation to more traditional asset classes.

M3 investment management 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.


Please view our Fee Table