Asset Management
Our approach is to seek a variety of professional money managers who have a proven track record. Our suite of managers gives you access to dozens of investment portfolios that span the full risk spectrum.
Freeing you to focus on what matters the most
If you are like most people, you have got your hands full. Juggling work and play schedules, paying bills, taking care of your home or business, all the while trying your best to spend some quality time with loved ones. Often the best way to manage is to set a routine, stick to it, and find the balance in life. While we cannot help make your life less complicated, MMI Group can provide an easy way to set and stick to an investment plan based on the time-tested principles of asset allocation, diversification., and rebalancing.
We help clients make an informed decision about their assets, by identifying where they picture themselves versus where they currently are.
Overview & Resources
Professional Asset Management
Our approach is to seek a variety of professional money managers who have a proven track record. Our suite of managers gives you access to dozens of investment portfolios that span the full risk spectrum. As independent advisors, we are not tied to a single investment manager; rather, we have access to a wide selection of portfolios. The professional money managers offer portfolios designed using the following investment vehicles: stocks, bonds, mutual funds, exchange-traded funds (ETFs), covered call strategies, and non-correlated asset classes. We engage with various money managers to help ensure we are providing the best resources available. We handle every detail of managing your assets from account set-up, asset transfers, investment recommendations, portfolio allocations, performance measurement and rebalancing. As your fiduciary, we will serve your best interests, treating your money with the same care and due diligence as we treat our own. Our aim is to do everything in our power to minimize your financial worries, and to maximize your sense of confidence and trust.
Color of Money Risk Analysis
Before a client can make an informed decision about their assets, they need to have a clear understanding about their attitudes toward risk and how it might relate to their retirement. The Color of Money Risk Analysis explores how our clients feel about potential gains and losses and examines the uncertainty and predictability of their assets. The Color of Money Risk Analysis is the first step to determine if our clients’ current assets are properly aligned with their risk tolerance. What is your COMRA score?