M Financial Investment Advisers Inc

Overview

M Financial Investment Advisers Inc. is a corporation that has been SEC-registered since 1995 and focuses on serving institutional clients. The firm’s stated advisory activity is portfolio management for investment companies, and it operates on a percentage-of-assets-under-management fee model. It is not designated as a capital allocator and is not identified as an active ESG investor. The firm's operating footprint includes affiliations with multiple financial-sector entities: a broker-dealer, another investment adviser, and an insurance company. Ownership is listed as a combination of a domestic entity and an individual. The adviser is not newly formed, is not a multi-state adviser, and does not act as a pension consultant or related adviser.

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Location & Offices