Rethinking Portfolio Management

M1 Capital Management is a Bloomfield Hills, MI based money management firm, founded by former principals of thinkorswim Advisors. We specialize in risk reduced tactical investing, blending alternative and traditional strategies.

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Investment Strategies for the Real World

Tactical Portfolios

The M1 Tactical Asset Allocation Strategy consists of 6 models and offers clients exposure to 16 asset classes. The portfolios invest in ETFs and are managed dynamically at the individual asset class level. Once we've constructed the initial portfolio, proprietary analytics are utilized to measure volatility, risk, and momentum of each asset class on a daily basis.

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Option Strategies

At M1 Capital, we strive to deliver a variety of option strategies based on our client’s investment objectives. The core strategies focus on income generation and attempt to deliver returns regardless of overall market conditions. We also provide option strategies that aim to manage and protect concentrated long equity positions. In addition, we use synthetic stock or ETF replacement strategies, both of which attempt to minimize downside risk in the market while still allowing participation on the upside.

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Customized Portfolios

Our clients come from all walks of life. Cookie cutters are for bakers! We treat each client as an individual based on their specific needs and personal investment goals. We are registered investment advisors… not brokers.

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