My Portfolio Guide, LLC

My Portfolio Guide, LLC provides discretionary and non-discretionary portfolio management and financial planning to individual and high-net-worth clients as well as pension and profit-sharing plans. The firm reports approximately $200,987,737 in assets under management and serves 315 client relationships through two advisors.

MPG develops an Investment Policy Statement for each client and implements portfolios using six proprietary “Disciplined Investor Models,” which are customized for each client’s goals, tax situation, and risk tolerance; it also offers two primary equity approaches, the MPG Dividend Driver strategy and the Disciplined Investor Strategy. The firm employs charting, fundamental and technical analysis and uses long-term trading, short-term trading and short sales while actively monitoring tactical allocations within defined bandwidths.

Noteworthy operational features include a relatively high client-to-advisor ratio for a two-advisor practice and a built-in educational component: financial planning discussions and presentations are generally included in the investment management relationship and clients receive a complimentary quarterly newsletter, “The Guide.” MPG’s combination of proprietary multi-allocation models and an expressed willingness to use short sales and tactical rebalancing distinguishes its approach from many similarly sized advisory firms.