Individuals and Families
Your overall investment portfolio is a central part of your financial legacy, not only impacting the growth and liquidity of your wealth, but also your income tax profile, opportunities for charitable giving and strategies for wealth transfer. MB's investment advisors can help you effectively manage your investment and work towards your goals across all areas of wealth management.
From our first meeting together, our team concentrates on gaining a deep understanding of your business, your careers, your family, your aspirations, and your general wealth philosophy. As your refine all of these over time, we help you coordinate your investment goals accordingly.
MB’s investment management approach is a dynamic, holistic, consultative, ongoing exchange with our clients and their advisors. Our clients can be confident that we know who they are and why their specific goals are important to them.
To serve our clients' diverse and evolving investment goals, MB’s investment platform includes:
- Individual Equities
- Fixed Income
- Alternative Investments*
- Mutual Funds
- Money Market Funds
MB’s customized investment solutions are delivered through a dedicated team of highly experienced investment professionals that brings the management of your investment portfolio in alignment with your overall evolving wealth management goals. Our investment professionals think outside of the box to provide real personalized investment solutions.