MHL TAMP offers portfolio-level investment management services specializing in alternative investments, private equity, private credit, real estate, and structured products. Operating primarily as a turnkey asset management platform, the firm works alongside each client's primary registered investment advisor rather than managing standalone client relationships directly. The firm constructs and manages various strategy models ranging from fundamental designs to complex endowment-style portfolios, intended to complement traditional stock and bond holdings. In addition to alternative strategies, the firm offers advisory versions of insurance-based products like annuities. MHL TAMP operates on a discretionary basis, making trading and rebalancing decisions within designated portfolio sleeves while the primary advisor maintains overall client relationship responsibilities.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25K | 0.68% |
| $25K - $50K | 0.68% |
| $50K - $100K | 0.58% |
| $100K - $250K | 0.48% |
| $250K - $1.0M | 0.38% |
| $1.0M - $5.0M | 0.28% |
| $5M+ | 0.18% |
Strategy fees are non-negotiable and billed monthly in arrears based on monthly ending asset values. Accounts also incur a $15 per month administrative fee.