MGAM’s purpose is to build portfolio reliability and harmony with the objectives of each family. Each investment plans follows our Philosophy of Total Return* which is to build and manage portfolios that combine diversified sources of cash flow along with capital gains potential exceeding inflation. Read more.
The Next Step
Tax and Legal Partnership – As part of the overall planning process we recommend conference calls with both your qualified tax professional and estate planning attorney. As the investment advisor, our part of the process involves the implementation of the estate plan through trusts and beneficiary designations. The recommended annual summer planning call with your CPA is designed to both provide the information they will need efficiently and to implement the CPA’s advice in harmony with the investment plan.