Managed Asset Portfolios, LLC (MAP) is an independent SEC-registered investment advisory firm with a commitment to global value investing. With successful beginnings as a Single-Family Investment Office for one of the wealthiest families in North America, we opened our doors to outside investors in 2001. Today we proudly service families, family offices and institutions throughout the United States and Canada.

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Schechter is a third-generation financial services firm based in Birmingham, MI. We advise wealthy families on financial matters, including institutional quality investment management, private capital and alternative investments, advanced life insurance planning, income and estate taxes, business succession and charitable giving. As an independent firm, we are not beholden to any bank or advisory platform. We pick investment opportunities that we believe can help our high-net-worth clients obtain their long-term goals.  We have a team of investment specialists, estate planning attorneys, tax experts and financial planners based across the country.

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Telemus Capital is a place where financial security is just the starting point. A place where you can identify and realize a more profound, more aspirational mission – to leverage your wealth to help you achieve your envisioned future.Through a deep and thoughtful exploration process with a unique team of experts, we help you define what financial and personal achievement means. By igniting a partnership with Telemus Capital, we will help you attain personal life enrichment, your grandest visions, and your life's most important goals.At Telemus Capital, we have a different perspective on your financial life. When you take a seat at the Telemus Capital Roundtable, you gain access to the most compelling conversations and inspired solutions for your financial future. We offer you a brand new, more holistic outlook far beyond just investment management which we know will serve as the inspiration for a more enriched life.

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We are Block Advisors by H&R Block. Our tax pros help small business owners get every credit and deduction they deserve—with tax prep available year-round and 100% accuracy guaranteed.

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Director of Operations at Managed Asset Portfolios, LLC

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