ROCHESTER, Mich.--()--Managed Asset Portfolios, LLC, a Rochester, MI based independent investment adviser announced today that the firm’s Global Equity Composite and Balanced Composite have received Morningstar’s top honor, a 5 star overall rating.
“Our long-term success is the result of a strict focus on value identification and client safety. Throughout this extremely challenging investment cycle our clients have benefited from our unwavering discipline and bottom-up analytical methodology.”
“We are very proud to once again be recognized for the performance of our Global Equity and Balanced Composites,” said Michael S. Dzialo, President & Lead Portfolio Manager of Managed Asset Portfolios. “Our long-term success is the result of a strict focus on value identification and client safety. Throughout this extremely challenging investment cycle our clients have benefited from our unwavering discipline and bottom-up analytical methodology.”
In the Morningstar’s ‘World Stock’ universe, there are 225 products rated, Managed Asset Portfolios Global Equity composite was one of only 19 to receive the highest rating, 5 stars (top 8.4%). The Balanced composite falls under Morningstar’s ‘Moderate Allocation’ universe, where 153 products are rated, and only 6 have an overall 5 star rating (top 3.92%).
The Morningstar RatingTM for separate accounts is a quantitative assessment of past performance—both return and risk—as measured from 1 to 5 stars. The Morningstar Rating, often referred to as the “star rating” is a familiar tool that helps investors evaluate the risk-adjusted returns of separate account composites. It also helps identify management teams that are adding value over time, compared with others in their Morningstar CategoryTM. As always, the Morningstar Rating is intended for use as a first step in the investment evaluation process.
About Managed Asset Portfolios
Managed Asset Portfolios is an independent investment adviser founded in 2000. The firm currently manages over $240 million in a variety of equity, fixed income and balanced assets for high net worth individuals and institutions. For more information regarding the products and services offered by Managed Asset Portfolios visit www.managedassetportfolios.com.
Managed Asset Portfolios complies with the Global Investment Performance Standards (GIPS®). Past performance is not indicative of future results and there is a possibility of loss.