Rochester, MI Office

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.

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 financial advisor at Managed Asset Portfolios, LLC with two years of industry experience. He holds a Series 65 designation and has been with Managed Asset Portfolios since 2022. 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, utilizing tools such as the Bloomberg MAC-3 risk model and offering strategies across multi-cap and global portfolios.

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 an investment advisor with Managed Asset Portfolios, LLC in Rochester, MI, holding Series 65 and Series 63 credentials and having eight years of industry experience. He has worked at Managed Asset Portfolios since 2018 and Alt Fund Distributors LLC since 2019. Prior to his advisory roles, Morley held positions at the University of Michigan Hospital and the University of Michigan. Managed Asset Portfolios, LLC provides discretionary and non-discretionary investment advisory services to a range of individual and institutional clients. The firm employs a bottom-up, fundamental value research approach across various equity and fixed-income strategies, and serves as a sub-adviser to mutual funds while managing pooled and model portfolios.

Karen Culver is a Series 65-licensed financial advisor with Managed Asset Portfolios, LLC in Rochester, Michigan, where she has worked since 2015. She has 21 years of industry experience. Managed Asset Portfolios offers discretionary and non-discretionary investment advisory services to a diverse client base, including high-net-worth individuals, pension plans, government plans, trusts, and registered and private investment companies. The firm’s investment approach emphasizes fundamental, value-oriented equity analysis and fixed-income research, utilizing tools like the Bloomberg MAC-3 risk model and employing derivatives and income-oriented allocations where appropriate.

Michael Rodzik is a financial advisor with Managed Asset Portfolios, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Managed Asset Portfolios since 2011 and Alt Fund Distributors LLC since 2014. 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 and fixed-income research approach, offers separately managed accounts, sub-advisory roles, and retirement plan consulting, and utilizes tools such as the Bloomberg MAC-3 risk model to inform portfolio construction.

Daniel Patterson is a financial advisor with Managed Asset Portfolios, LLC in Rochester, MI, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with Managed Asset Portfolios since 2001, serving as a client relations manager and a 5% owner. 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 employs a value-oriented equity analysis and detailed fixed-income research approach, offering separately managed accounts, sub-advisory services, and retirement plan consulting.

Brian Newcombe is a financial advisor with Managed Asset Portfolios, LLC in Rochester, Michigan, holding Series 63 and Series 65 credentials and having six years of industry experience. He has been with Managed Asset Portfolios since 2016. Managed Asset Portfolios, LLC provides discretionary and non-discretionary investment advisory services to a range of individual and institutional clients, including high-net-worth individuals and various types of plans and organizations. The firm employs a bottom-up, fundamental value research approach and manages pooled investment vehicles as well as separately managed accounts across multiple asset classes.