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Financial Planning Services


Our Investment Philosophy

“Our objective is to help you understand your current Financial Projection, set Goals, achieve Balance, Minimize Cost, and become a Well-Educated Investor”



For all investors, no matter what the composition of their unique profile, understanding the drivers of investment performance and risk management provides a foundation for sound financial decision making. This knowledge inspires confidence in investment strategy and provides a framework for revising strategies as conditions change.




MPBWM Investment Strategies

WE UNDERSTAND THAT EVERY INVESTOR HAS A UNIQUE PROFILE THAT IS FORMED BY PERSONAL FACTORS SUCH AS:


TIME HORIZON

RISK TOLERANCE

LEVEL ASSETS

BELIEFS

INVESTMENT EXPERIENCE/OBJECTIVES

FUTURE GOAL


The Investment Policy for MPBWM is divided into two basic themes for managing the Global Stock and Bond Markets

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Client Centered

Client Centered

Without any conflicts of interest we put your needs first.

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***Investors cannot directly invest in an index and unmanaged index returns do not reflect any fees, expenses, or sales charges. Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy will be profitable, equal any historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. No portion of the content should be construed as an offer or solicitation for the purchase or sale of any security. References to specific securities, investment programs or funds are for illustrative purposes only and are not intended to be, and should not be interpreted as recommendations to purchase or sell such securities.***