© 2018 by MPMG PARTNERS USA

Registered Investment Advisors 

-all rights reserved-

Investment Strategies

 

 

MPMG provides discretionary and non-discretionary investment advisory services focusing on capital preservation, risk management, multi-generational wealth transfer, and philanthropy. Assets directly managed include equities, funds and bonds. 

Upon entering a relationship with MPMG, a profile of the client is created with a financial goal and risk assessment analysis. Based on this analysis, the client may with our recommendation, select one of six investment strategies with a corresponding objective, and characteristic level of risk and asset allocation for each.  Some of these strategies are outlined below:

MPMG MANAGED ACCOUNTS
TOTAL RETURN
 

Objective: to seize all investment and return opportunities in any capital market and to obtain a higher return than the index of reference.

Characteristics:  variable volatility. The client in conjunction with MPMG will determine which asset class and percentage of exposure is preferred. Each asset class is then compared to a global synthetic benchmark used to determine portfolio performance relative to the underlying markets.

 

 

MPMG MANAGED ACCOUNTS
DIVERSIFIED
 

Objective: To preserve capital in the short‐term and search for growth in the medium‐term by a proportionate diversification of the investments carried out mainly in securities, the balance being carried out in funds (foreign funds, domestic funds, funds of funds).

Characteristics: medium volatility due to investments in equities, either in international markets or domestic markets, hedged by bond or money market investments.

MPMG MANAGED ACCOUNTS
BONDS
 

Objective: to maximize asset protection and fixed revenues.

Characteristics: Low volatility, proportionate diversification of the investments carried out mainly through securities, the balance being held in either foreign or domestic funds.

MPMG MANAGED ACCOUNTS
BALANCED

 

Objective: to search for growth opportunities in the medium‐term through an international diversification of proportionate investments made mainly in securities, the balance being held in foreign and domestic funds and funds of funds.

Characteristics: medium/high volatility. Foreign or domestic equities market concentration. Risk offset by bond and monetary investments holdings.