Bloomfield Hills, MI Office
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M1 Capital Management LLC
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About
M1 Capital Management provides discretionary portfolio management and financial planning primarily for individual clients, most of whom are high net worth, and also works with pension plans, charities, and businesses. The firm manages approximately $450 million and offers strategies including Tactical Asset Allocation, a Tactical Dividend Income program, fixed‑income and CMO portfolios, retirement-plan advice, and the use of sub‑advisors when appropriate.
Portfolios are tailored using a client questionnaire and risk/return parameters, with a tactical asset allocation emphasis implemented largely through ETFs and a proprietary model that times ETF entry and exit points. The firm also integrates fixed‑income diversification (including CMOs and REMICs), a disciplined sell/hedge approach using options when warranted, and tax‑ and cash‑flow considerations into its planning and management processes.
Distinctive features disclosed in the brochure include an ownership and affiliation structure (Malloch Capital Management is a part owner and some personnel are dually registered with another registered adviser), the firm’s use of independent sub‑advisors, and several employees who are licensed insurance producers and may recommend insurance products in their personal capacity. The firm also discloses the use of independent solicitors paid flat fees and provides detailed CMO allocation guidelines, reflecting a more active and structured use of mortgage‑backed securities than is typical for many peer firms.
Based on M1 Capital Management LLC
Expertise
Based on M1 Capital Management LLC
Location
7 West Square Lake Road, Suite 112
Bloomfield Hills MI 48302
Advisors at this office
2
Advisors at this office
Robert S
Series 65
Bloomfield Hills, MI
M1 Capital Management LLC
Robert Stapleton is a financial advisor with M1 Capital Management LLC in Bloomfield Hills, MI, holding a Series 65 credential and 14 years of industry experience. He has been with M1 Capital Management since 2011. Outside of his advisory role, he is a partner in several investment-related partnerships focused on real estate and real estate lending. M1 Capital Management provides discretionary portfolio management and financial and tax planning primarily for individual clients, including many high-net-worth individuals, as well as pension, profit-sharing, charitable, and business clients. The firm emphasizes tactical asset allocation through diversified ETFs and fixed-income strategies, managing approximately $406 million in client assets.
Paul D
Series 63, Series 65
Bloomfield Hills, MI
M1 Capital Management LLC
Paul Dunbar is a financial advisor with M1 Capital Management LLC in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at M1 Capital Management since 2011 and was also affiliated with Purshe Kaplan Sterling from 2011 to 2021. Outside of his advisory role, he is a licensed real estate agent representing buyers and sellers of Northern Michigan lakefront properties. M1 Capital Management provides discretionary portfolio management and financial and tax planning for individual clients, including many high-net-worth individuals, as well as pension, profit-sharing, charitable, and business clients. The firm employs a tactical asset-allocation approach primarily through diversified ETFs and fixed-income instruments, tailoring portfolios based on client risk and objectives.
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