Steering You To A Brighter Future
At M1 Capital Management, we prioritize your success. We guide our clients to invest with purpose and help them achieve their goals. We become lifelong partners whether you are retired, saving for retirement, or building your family. Our commitment and investment principles drive you toward your desired outcomes.
Every new client experiences our Four-Step Process:
1. Discover
Our client relationships begin with gathering your information and determining your goals and expectations. We make sure that we’re crystal clear about what you want to achieve before providing any advice.
2. Analyze
Having thoroughly analyzed your situation, your goals, your timeframe, your risk tolerance and other factors, our team develops clear, straightforward recommendations.
3. Advise & Implement
Finally, we agree on who will monitor progress toward your goals. If we handle that responsibility, we will periodically review the situation with you and adjust recommendations as needed.
4. Monitor & Evolve
We don’t just give our clients plans and then move on to new business. We actively monitor your progress, make course corrections and, if your goals change, adjust for a new destination. Our job isn’t complete until your goals are reality.
Independent
Our firm is independent of large banks or brokerage firms allowing for independent advice built on education, experience, and knowledge. We are never encouraged to sell specific investments or expected to. Our only expectations come from our clients.
Fiduciary
As a fiduciary, we are held to the highest legal standard (duty of care) in financial services which requires our advice and recommendations to always be in your best interest.
Client-First Philosophy
Plan smarter, live better. We strive to give you the financial freedom to enjoy today and secure tomorrow. By embracing innovative strategies we focus our efforts on ensuring your financial success and satisfaction.
Active, Customized Investing
All-Inclusive Financial Plans
At M1 Capital Management our advice is fueled by integral financial planning. By modeling out your expenses, goals, assets, liabilities and protection, we can determine the most efficient financial tools and strategies to implement. We provide you with the knowledge and peace of mind that your future goals are achievable with the right plan.
Custom Asset Allocation
Once we better understand your goals and objectives, we can isolate which of our model portfolios is right for you, or we can build a customized portfolio just for you. After we determine your investment objectives and risk tolerance, we will invest your money into the most efficient assets with your personalized investment allocation.
Multiple Service Models
At M1 Capital Management we know each of you have your own level of proficiency and desire to engage with financial decision-making. We offer multiple service models so you can determine how you want to engage our services.