MFT Wealth Management

Overview

MFT Wealth Management operates as an independent registered investment advisor focused on individuals and families. The firm runs a fee model that blends a percentage-of-AUM structure with fixed fees and provides financial planning and portfolio management for individuals, small businesses, and businesses or institutions. Investment activity is equity‑tilted: the firm shows a clear preference for exchange‑traded equities and structures client portfolios around those liquid public positions while supplementing portfolios with select alternative exposures and insurance products. The firm does not identify as an ESG investor and is not positioned as a capital allocator; instead it implements third‑party managers where appropriate. Given the small number of clients and high average relationship size, MFT Wealth Management appears to deliver bespoke portfolio construction — likely a mix of separately managed equity allocations, ETF sleeves for liquidity and diversification, and tailored use of annuities and alternative managers for specific client objectives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices