Begin with your objectives, your concerns and the fit.

Discuss what the portfolio needs to support, how much risk is appropriate and which constraints matter. The conversation determines whether MGAM’s active, model-informed approach is suitable to explore further.

Santa Fe, New Mexico

A client-fit conversation—not a public checkout.

Typical relationships begin with a discussion of investable assets, objectives, liquidity, time horizon, risk tolerance, taxes, restrictions and experience with tactical strategies. Relevant blend-specific performance information and supporting verification are available to eligible prospects upon request.

Typical starting relationship: $250,000 or more
Risk-aligned portfolio blends
Direct advisory agreement and disclosures
MGAM implements, executes and monitors
Some strategies may require additional eligibility
Client references available upon request, subject to client permission and confidentiality requirements