Managed Asset Portfolios, LLC

Michael Dzialo is a financial advisor at Managed Asset Portfolios, LLC in Rochester, MI, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has been with Managed Asset Portfolios since 2000. Managed Asset Portfolios provides discretionary and non-discretionary investment advisory services to a range of clients, including individuals, pension and government plans, trusts, and investment companies. The firm’s investment approach emphasizes fundamental, value-oriented equity analysis and detailed fixed-income research, utilizing tools such as the Bloomberg MAC-3 risk model and employing strategies across multi-cap and global portfolios.

Zachary Fellows is a CFA® charterholder with 11 years of industry experience, currently serving at Managed Asset Portfolios, LLC. He has been with the firm since 2015, holding multiple roles over that period. Managed Asset Portfolios, LLC provides discretionary and non-discretionary investment advisory services to a diverse client base, including individuals, institutions, trusts, and mutual funds. The firm employs a bottom-up, fundamental value research approach focused on high-quality companies and manages a range of strategies including fixed-income, balanced, and global equity portfolios.

Chad Simon is a financial advisor with Managed Asset Portfolios, LLC in Tampa, FL, holding Series 63 and Series 65 designations and nine years of industry experience. His prior roles include positions at Alt Fund Distributors, Hehmeyer Trading & Investments, @PROPERTIES, and HC Tech. Managed Asset Portfolios, LLC provides discretionary and non-discretionary investment advisory services to both individual and institutional clients, including high-net-worth individuals and various types of plans and investment companies. The firm employs a bottom-up, fundamental value research approach and actively manages pooled investment vehicles, including mutual funds and model portfolios.

Steven Husovsky is a financial advisor at Managed Asset Portfolios, LLC in Rochester, MI, holding a Series 65 designation with 10 years of industry experience. He has been with Managed Asset Portfolios since 2015. Managed Asset Portfolios provides discretionary and non-discretionary investment advisory services to a diverse client base including individuals, pension and profit-sharing plans, government plans, trusts, estates, and investment companies. The firm’s investment approach emphasizes fundamental, value-oriented equity analysis and detailed fixed-income research, incorporating tools such as the Bloomberg MAC-3 risk model and using derivatives and income-oriented allocations where appropriate.

Nicolas Vilotti is a financial advisor with Managed Asset Portfolios, LLC, holding a Series 65 license and three years of industry experience. His prior work includes roles at Verde Capital Management and Oakland University. Managed Asset Portfolios provides discretionary and non-discretionary investment advisory services to a diverse client base, including individuals, pension and government plans, trusts, and investment companies. The firm employs a fundamental, value-oriented equity analysis combined with detailed fixed-income research and manages separately managed accounts, mutual fund sub-advisory services, and retirement plan consulting.

Julie Fici is a financial advisor at Managed Asset Portfolios, LLC in Rochester, MI, holding Series 63 and Series 65 licenses with six years of industry experience. She has been with Managed Asset Portfolios since 2017. Managed Asset Portfolios provides discretionary and non-discretionary investment advisory services to a range of clients including individuals, pension and government plans, trusts, and investment companies. The firm employs a value-oriented equity and fixed-income research approach, manages mutual funds through a joint venture, and offers sub-advisory, wrap program, and retirement plan consulting services.

Stephen Dzialo is a Series 65 credentialed advisor at Managed Asset Portfolios, LLC with three years of industry experience. He has been with the firm since 2022. Managed Asset Portfolios, LLC provides discretionary and non-discretionary investment advisory services to individual and institutional clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs a bottom-up, fundamental value research approach and is notable for its role as a sub-adviser to affiliated mutual funds and its use of varied fee arrangements.

Stanley Perkowski is a financial advisor at Managed Asset Portfolios, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has prior work experience at Ameriprise Financial Services, Inc., Amazon Logistics, LLC, and Ttec. Outside of finance, he operates a non-investment-related DJ business called YinzDJ. Managed Asset Portfolios provides discretionary and non-discretionary investment advisory services to a range of clients, including high-net-worth individuals, pension plans, trusts, and government entities. The firm’s investment approach emphasizes fundamental, value-oriented equity analysis and detailed fixed-income research, and it offers services such as separately managed accounts, sub-advisory roles, and retirement plan consulting.

Thomas Fitzgerald is a financial advisor with Managed Asset Portfolios, LLC, holding a Series 65 designation and 20 years of industry experience. He has been with Managed Asset Portfolios since 2009. Managed Asset Portfolios provides discretionary and non-discretionary investment advisory services to individuals, pension and profit-sharing plans, government plans, trusts, estates, registered and private investment companies, and offshore funds. The firm’s investment approach is based on fundamental, value-oriented equity analysis and detailed fixed-income research, with portfolio construction across multi-cap and global strategies.

Nathan Marshall is an advisor at Managed Asset Portfolios, LLC with a Series 65 designation and one year of industry experience. Prior to joining the firm, he worked in various roles including positions at Topgolf and United Wholesale Mortgage. Managed Asset Portfolios, LLC offers discretionary and non-discretionary investment advisory services to individual and institutional clients. The firm employs a bottom-up, fundamental value research approach across multiple strategies and serves as sub-adviser to affiliated mutual funds while managing pooled and model portfolios.

Samuel Morley is a financial advisor with Managed Asset Portfolios, LLC in Rochester, MI, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior experience includes roles at Alt Fund Distributors LLC and the University of Michigan Hospital. Managed Asset Portfolios, LLC provides discretionary and non-discretionary investment advisory services to individual and institutional clients across a range of strategies. The firm emphasizes bottom-up, fundamental value research and actively manages pooled investment vehicles, including serving as sub-adviser to affiliated mutual funds.

Peter Swan is a financial advisor with Managed Asset Portfolios, LLC, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He has been with Managed Asset Portfolios since 2002. Managed Asset Portfolios, LLC offers discretionary and non-discretionary investment advisory services to a diverse client base including high-net-worth individuals, pensions, trusts, and institutional investors. The firm employs a bottom-up, fundamental value research approach and manages separately managed accounts as well as pooled investment vehicles, including serving as sub-adviser to affiliated mutual funds.

Robert Naber is a financial advisor at Managed Asset Portfolios, LLC in Phoenix, AZ, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Managed Asset Portfolios since 2009. Managed Asset Portfolios provides discretionary and non-discretionary investment advisory services to a diverse client base, including high-net-worth individuals, pension and government plans, trusts, and investment companies. The firm employs a value-oriented equity analysis and detailed fixed-income research approach, managing multi-cap and global strategies while utilizing derivatives and income-oriented allocations where appropriate.

Dennis Engel is a financial advisor at Managed Asset Portfolios, LLC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with Managed Asset Portfolios and Catalyst Mutuals Fund Distributors since 2016. Managed Asset Portfolios, LLC provides discretionary and non-discretionary investment advisory services to individual and institutional clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs a bottom-up, fundamental value research approach and actively manages pooled investment vehicles and separately managed accounts across various equity and fixed-income strategies.

Karen Culver is a financial advisor at Managed Asset Portfolios, LLC with 22 years of industry experience. She holds the Series 65 designation and has been with Managed Asset Portfolios since 2015. Managed Asset Portfolios, LLC provides discretionary and non-discretionary investment advisory services to individual and institutional clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs a bottom-up, fundamental value research approach and manages separately managed accounts, mutual fund sub-advisory roles, and model portfolios across multiple strategies.