Managed Asset Allocation Program

Product Description

Managed Asset Allocation Program (MAAP) is a turnkey asset management solution, outsourcing investment management to Advisor Partners

  • Strategic Asset Allocation- Globally diversified portfolios across major asset classes.
  • Professional Investment Selection- ETFs and mutual funds selected through a process that combines quantitative and qualitative criteria.
  • Tactical Asset Allocation- We monitor market activity to identify periods in which asset prices deviate from normal patterns. Monitoring of market and economic trends helps inform our decision-making about when to add or reduce risk in portfolios.
  • Risk Management and Tax Awareness- Advisor Partners actively manages risk, providing ongoing portfolio analysis and monitoring. We are aware of the tax and transaction cost implications of different portfolio activities, and take both into consideration when implementing portfolio changes.

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