Managed Asset Allocation Program (MAAP) is a turnkey asset management solution, outsourcing investment management to Advisor Partners.
Our new Proposal Generator Tool allows you to review and compare our MAAP investment models, helping you select the appropriate allocation for your clients. You can also enter your professional profile and generate a personalized report for your client meetings.
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The portfolios offer:
Strategic Asset Allocation
Globally diversified portfolios across major asset classes.
Professional Investment Selection
ETFs and mutual funds selected through a process that combines quantitative and qualitative criteria.
Tactical Asset Allocation
We monitor market activity to identify periods in which asset prices deviate from normal patterns. Monitoring of market and economic trends helps inform our decision-making about when to add or reduce risk in portfolios.
Risk Management and Tax Awareness
Advisor Partners actively manages risk, providing ongoing portfolio analysis and monitoring. We are aware of the tax and transaction cost implications of different portfolio activities, and take both into consideration when implementing portfolio changes.
