M FINANCIAL ASSET MANAGEMENT, INC.

Overview

M Financial Asset Management, Inc. is an SEC‑registered investment adviser that manages portfolios for high‑net‑worth individuals, families and institutional clients on a fee‑based (percentage of AUM) model. The firm acts as a capital allocator: it constructs discretionary portfolios but also selects third‑party managers and allocates to external funds. Its advisory services extend beyond portfolio management to include publication of investment commentary and educational events. The firm identifies as an active ESG investor, which suggests environmental, social and governance considerations are incorporated into security selection or manager due diligence. On the business side, M Financial Asset Management, Inc. operates alongside broker‑dealer and insurance affiliates and coordinates multi‑channel relationships when sourcing products and managers. That mix of advisory, selection of other advisers and distribution relationships positions the firm to blend internally managed strategies with outsourced specialist managers, particularly for alternative exposures.

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