MMI ASSET MANAGEMENT SERVICES, LLC

Overview

MMI Asset Management Services, LLC is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients, offering financial planning, discretionary portfolio management for individuals and small businesses, and the selection and oversight of third‑party advisers. Its business model combines fee arrangements that include hourly and fixed fees (and other fee structures) with active discretionary authority across client accounts. Investment activity is centered on fixed‑income allocations, with a clear tilt toward non‑investment grade corporate bonds. The firm acts as a capital allocator: it sources and places client capital into third‑party strategies when appropriate, and it uses external managers for alternative exposures. MMI is not an active ESG investor, is not registered as a multi‑state adviser, and has an industry affiliation with an insurance company—an affiliation that aligns with its documented use of annuities and corporate debt in client solutions.

Assets & Accounts

Investments & Alternatives

Location & Offices