MANAGED FINANCIAL SERVICES CORP INC

Overview

Managed Financial Services Corp Inc is a small, fee-based advisory firm focused on portfolio management for individuals and small businesses. The firm organizes client relationships around percentage-of-AUM fees and runs largely discretionary mandates: $53.0M of the firm’s $55.5M in assets are managed on a discretionary basis. Investment activity is concentrated in pooled public funds and mutual funds, which the firm uses as the primary vehicle for implementing client strategies. Managed Financial Services Corp Inc does not position itself as an ESG investor and is not set up as a multi-state or pension consultant adviser. Client focus and service model emphasize individualized portfolio management for private clients and family units, with allocations designed and executed by the adviser rather than through separate public-index-only strategies. Custody and trade execution are handled primarily through Fidelity Institutional.

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Location & Offices