Modern Portfolio Consultants (MPC) offers consulting and educational services to sponsors of investment programs. MPC assists with strategic asset allocation, investment policies, investment manager selection, portfolio monitoring, and program implementation. MPC presents investment performance reports and assists with Investment Policy Statements. MPC does not manage individual investments or have discretion over client portfolios.
Assets Under Management$1B
Clients8
AdvisorsN/A
Avg. per Client$130M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$20M
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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