MP Wealth Advisory offers highly specialized investment services to smaller and medium sized institutional investors. We are a team of full time risk managers who have both management and volunteer experience in managing institutional and endowment funds. We recognize institutional investors have unique needs, including restrictive investment guidelines, time horizons and specific return requirements. We have the pleasure of assisting non-profit organizations, religious organizations, Trust funds, Endowment funds, Children's Camps, Community Futures Development Corporations, Community Foundations and other institutions in meeting their financial objectives and fiduciary duties.
Whatever your institutional needs may be, it is likely that we have dealt with them before. We have the experience to know what has worked for institutions in similar circumstances. We understand the pressures faced due to the ongoing responsibility of stewardship.
Our relationship begins when our team allocates the time to understand your institution's financial needs, constraints and mandate. It is imperative that we fully understand the role of the investable assets within your organization. It is about understanding your mission, as this allows us to bring value to your organization. We measure our performance based on your success.
Please be advised that a minimum relationship size will apply.