Approach to Investing and Portfolio Management
MAM, we individually manage each portfolio. We understand that each
client is unique and complex and we recognize that clients have
different investment needs and goals. Therefore, we do not pool
client assets into funds.
provide our clients with tailored portfolio management services.
We make it a priority to first understand each clients risk
profile, investment mandates, investment objectives, and tax situation,
and only then do we invest accordingly.
is committed to providing a unique level of service to its clients
which goes beyond a quarterly report of investment performance. We work
with our clients to determine appropriate investment policy, select and/or
create benchmark performance indices, quantify and define investment
objectives and increase market awareness. When appropriate, we will
coordinate our efforts with other professionals (accountants, lawyers and
estate planners) to ensure the realization of all financial objectives. MAM's
broad scope of services includes:
Portfolio management and investment strategy;
Comprehensive coverage of the fixed income markets
including Treasuries, agencies, corporates, mortgages,
asset-backed securities, municipals and select derivative products;
Restructuring and swap ideas;
Cash flow analyses and optimization of investment income;
Market outlook and portfolio implications;
Development and implementation of strategy (both short- and long-term);
Quarterly evaluation of investment performance; and
Ongoing client communication.