Wealth management for astute investors.
An established track record across market cycles and economic uncertainties
A $1 million investment in the MPMG All Cap Value Composite portfolio from 1995 through March 2024 compared to major stock market indexes.
The past performance of investments made by MPMG does not guarantee the success of MPMG’s future investments. As with any investment, there can be no assurance that MPMG’s investment objective will be achieved or that an investor will not lose a portion or all of its investment.
The performance results are shown net of actual fees from 3Q 2004 - present, a 2% model fee for 2Q 2000-3Q 2004, and a 2.2% model fee for 1995-1Q 2000. Model fees represent the highest fee charged to any account managed by MPMG while associated with Salomon Smith Barney and, subsequently, Wachovia Securities, LLC. Investment advisory fees may vary significantly from client to client. MPMG’s investment advisory fees begin at 2%, and may decline based on factors such as (but not limited to) the amount of assets under management, the nature of the assets, the type of analysis required to manage the account, the level of service required by the client and the overall relationship of the client with MPMG. The fees charged for wrap programs typically include investment management fees, transaction costs and, in some cases, custody fees.
A simple & singular purpose
We strive to do one thing well, rather than many things average.
MPMG has one focused strategy - consisting of our best ideas. We act as a trusted fiduciary, meaning that our clients interests come ahead of our own. As evidence of this commitment, our portfolio managers are invested in the same businesses as our clients.
When you have patience and invest in quality companies at the right price, it’s incredible how well they can do for you.
The last 10 years of investing
Nothing lasts forever. The past 10 years of investing have been defined by significant government intervention. This era of “free money” created a speculative environment that, in our opinion, didn’t properly price risk.
With the return of inflation and normalization of interest rates, this never-before-seen period is over. This reversal and return to a more normalized market will, in our opinion, usher in a new and long-lasting period of prosperity for investors who practice prudent stock selection based upon disciplined value-based principals.
The Speaker Series Event
Each year we host a lively evening with successful individuals and like minded investors. Festivities include:
A lively speech from a thought leader of the day.
Updates on the MPMG portfolio and global economy.
Great food and libations.
Market Summary
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