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SelectAdvantage Portfolios
MBT manages wealth for clients utilizing research from numerous sources, to formulate our SelectAdvantage portfolio solutions. We also offer Separately Managed Account solutions integrating the best independent asset managers.
Our Promise: Local accessability and world-class performance.
Features and Benefits
- Sophisticated, managed portfolios with your goals at the forefront.
- Rebalanced quarterly and monitored systematically, to adjust to evolving market conditions.
- Selections based upon our proprietary 10-point criteria.
- Weighted to your risk tolerance - from conservative to aggressive.
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SelectAdvantage:
Fund components thoughtfully Selected to give your investments an expertly-managed Advantage.
SelectAdvantage solutions are comprised of individually chosen equities, fixed income investments, or a combination of these investments, depending on the needs and goals of the client. Equities are managed via our own screening process, which utilizes a combination of independent research and quantitative data analysis. Models are rebalanced every quarter to provide maximum return.
Our list of approved equities is systematically reevaluated, and follows a strict buy and sell criteria. Fixed Income investments are selected based on the unique needs of the client, with high quality and principal preservation as key criteria. Our process gives MBT clients optimal diversification, opportunity for market-leading performance, maximum flexibility and tax efficiency.
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The information above is not intended nor should it be used as a substitute for the advice of an attorney, estate or tax planner, whose advice should be sought to review your personal circumstances and goals. |
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