M Financial Investment Advisers Inc

Overview

M Financial Investment Advisers Inc. is a corporate, institutional registered investment adviser that has been SEC-registered since 1995. The firm concentrates on institutional clients and provides portfolio management services for investment companies. Its advisory fees are charged as a percentage of assets under management. The firm is not structured as a capital allocator, does not position itself as an active ESG investor, and is not listed as a multi-state adviser or pension consultant. The firm has industry linkages to a broker-dealer, another investment adviser, and an insurance company, indicating affiliation within a broader financial services group. Ownership is reported as a combination of a domestic entity and an individual.

Assets & Accounts