MP Wealth Advisory focuses on providing a safe and viable option for institutional investors by assisting them in making more effective use of their capital through the adherence of the following principals:

  • Our investment style is client oriented and flexible to meet the risk-return needs and restrictions of a variety of institutional clients.
     
  • We focus on capital preservation, generating income under all market conditions and growth when the opportunity presents itself.
     
  • We understand that those individuals in smaller institutions who are tasked with making institutional investment decisions are typically not investment experts.
     
  • We work with individual Boards of Directors to develop comprehensive and customized Investment Policy Statements.
     
  • We commit to helping volunteers and staff to understand and fulfill their fiduciary responsibility to their organization.
     
  • We communicate regularly with our institutional clients, via formal reports and regular market commentary.
     
  • We believe the best client is one who is fully informed.
     
  • Our independent investment platform provides us with the flexibility to source and provide unbiased advice to suit our clients needs.
     
  • We have an organizational commitment to transparency, both in our fee structure and in providing your organization with the knowledge as to how your assets are invested.
     
  • We understand the value institutions have within their community. We have more than 30 years of direct experience in volunteering and managing community based institutions.
     
  • We assist with the ongoing sustainability and enhancement of our institutional clients by aiming to generate a higher rate of return on their capital.
     
  • We make ourselves as accessible to you as possible. 
     
  • We are committed to building long-term investment relationships with our institutional clients.