M Premier Partners

M Premier Partners provides comprehensive portfolio management and retirement plan consulting to individuals, high‑net‑worth clients, trusts, retirement plans and other business entities. The firm offers individualized investment advice and implements portfolios using individual stocks, bonds, ETFs, mutual funds, options and other public and private securities, and may engage sub‑advisers or separately managed accounts to implement strategies.

The firm’s investment process blends fundamental and technical analysis, third‑party manager due diligence, and multi‑asset allocation approaches (including strategic, tactical and core‑satellite constructs), with ongoing monitoring and periodic rebalancing. Portfolios may include passively managed funds such as Dimensional mutual funds and ETFs as core holdings, and the firm discloses the use of margin and borrowing in account implementation when appropriate.

Noteworthy for a firm of this size, M Premier Partners discloses the ability to use borrowing within separately managed accounts — a practice relatively uncommon among peers — and it describes margin transactions and related risks in its brochure. The firm’s representatives also maintain broker‑dealer and insurance registrations, enabling commissionable securities and insurance sales alongside advisory services; the brochure documents these affiliations and the firm’s policies to disclose and manage the resulting conflicts.