The Managed Portfolio Program is a comprehensive turnkey asset management solution for financial institutions and independent financial advisors.

MPP allows institutions to outsource their existing wealth management offering or establish a new program.

MPP is an outsource solution for advisors who have raised their minimum account size over the years, yet wish to maintain a high level of service to smaller legacy accounts, referred accounts or associated accounts.

MPP Brochure

MPP Client Login

MPP allows the advisor to focus on relationship management and asset accumulation by outsourcing the entire investment management of these client accounts to Advisor Partners, thus relieving the burden of portfolio accounting, monitoring, trading and reporting.

Using MPP, the advisor or rep can instantly produce a customized asset allocation together with a comprehensive investment proposal from an investor profile questionnaire.

Designed for investors with a minimum of $100,000 in investable assets, MPP provides the advisor a level of customization, tax efficiency, and personalized service traditionally reserved for their wealthiest clients.