M1 Capital Management LLC

M1 Capital Management provides personalized investment management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, charities, and businesses. M1 Capital Management offers tactical asset allocation strategies using exchange-traded funds, dividend-focused portfolios, and fixed-income management including collateralized mortgage obligations. The firm tailors advisory services to client goals and risk tolerances, allowing clients to place restrictions on their investments. In addition to portfolio management, M1 Capital Management offers comprehensive or targeted financial and tax planning, delivered either as one-time plans or ongoing continuous advice combined with investment management.