My Managed Portfolio (MMP) was formed by an independently owned group of Financial Planners who are focussed on assisting clients achieve objectives through outcome based portfolios.
Your Financial Planner is focussed on helping you achieve your objectives with the best structures and strategies.
My Managed Portfolio is there to help whether you are looking for a set portfolio or a tailored solution with your preferences.
Your Financial Planner will work closely with you to set specific and measurable objectives. Your Statement of Advice will show you how to achieve the objectives with the best structure, strategies and portfolio solutions available.
The Committees of My Managed Portfolio ensures all Investment Managers meet the objectives of the portfolio you have chosen. Those who do not achieve these objectives are replaced ensuring you always have best people managing your money.