A complete list of active advisors currently associated with Managed Financial Services Corp Inc

Warmer can help you find a great advisor at Managed Financial Services Corp Inc or one who fits your needs even better.

Managed Financial Services Corporation serves individual and high‑net‑worth clients as well as corporate pension and profit‑sharing plans, charitable institutions, foundations, endowments, municipalities and trusts. The firm provides discretionary investment management, including customized mutual fund portfolios, 401(k) portfolio advisory and asset allocation programs. Investment decisions are made by a multi‑member investment committee that monitors markets on a bi‑weekly basis and reviews allocations at least monthly. The committee uses proprietary scorecards and Modern Portfolio Theory–based criteria to evaluate and replace managers, and the firm limits its strategies to mutual funds and fixed and variable annuity products. Distinctive features include a seven‑advisor team managing roughly $55 million with committee members who hold fiduciary designations and bring military, real estate/mortgage and IT backgrounds to the investment process. The firm also provides ERISA/401(k) advisory services with a formal “watch list” replacement process, receives soft‑dollar support (software and education) from its custodian, does not sponsor wrap programs, and does not take custody of client assets.

To learn more about the advisors currently working at Managed Financial Services Corp Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.