M Group

Overview

M Group is an SEC-registered advisory firm organized as an LLC that acts as a capital allocator for individual, family and institutional clients. The firm focuses on discretionary portfolio management but also maintains non-discretionary mandates and provides pension consulting and third‑party manager selection. Fee arrangements are flexible, including percentage-of-AUM, hourly and fixed-fee engagements. Investment activity is biased toward liquid public equity exposures, with a clear preference for exchange‑traded equities as the primary building block of client portfolios. M Group also uses third‑party alternative managers and insurance products to round out solutions for clients who need income, downside mitigation or less-correlated return streams.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices