
By way of introduction, Modern Portfolio Management (MPM) is a state-of-the-art financial and investment advisory firm located in Maumee, Ohio. As our name suggests, we base our investment philosophy on the 1990 Nobel Prize winning strategy of Modern Portfolio Theory.
Our firm stands apart from the traditional brokerage firm and investment advisor through our academic philosophy on money management. These principals have dispelled the myths of market timing and security selection. MPM's portfolios seek to achieve the lowest level of risk for any estimated level of return. Our investment philosophy eliminates the conflict of interest that arises from receiving commissions, while allowing individual investors to access investment tools usually reserved for institutional investors.
Founded in 1995, MPM recently celebrated their 12th anniversary and currently manages more than 500 million in client assets.
As a federally Registered Investment Advisor, MPM holds a fiduciary responsibility toward its clients. Unlike stock brokers or annuity salesmen, MPM is required by law to hold the interests of its clients before its own. As a leader in wealth management we can provide you with asset management and estate planning
