Frequently Asked Questions

• A long term definition of client goals with realistic income and cash flow estimates
• An Allocation Strategy including specific asset categories distinctive to your plan
• Tax Planning and Estate Planning key facts
• Highly customized insights and recommendations

The Investment plan is delivered by email during the initial fact finding appointment along with an in-person comprehensive educational notebook.

Posting the overall results provides a realistic basis for each investment plan.  This also allows MGAM the ability to educate clients on fluctuations in the markets, values at risk of loss as well as effective recovery strategies.

Our secure cloud based system allows us to be nimble enough to work from anywhere and have access/communication with our clients in real-time with real-time updates. Our Business Continuity Plan (BCP) includes technology platforms to insure client service, communication, and trading can be performed in the event of disruptions.

The firm embraces algorithm trading for our portfolios, via our custodian’s trading desk, to execute large orders to ensure we obtain best possible execution prices for our clients. Additionally, we rely on the human touch of our Investment Committee to vet and produce actionable trading intelligence for our client base.