Modern Portfolio Consultants, LLC

Overview

Modern Portfolio Consultants, LLC is an SEC-registered limited liability company that has been registered since 2002. The firm is structured as an individually owned advisory business that functions as a capital allocator and adviser to external managers. Its stated advisory activities include pension consulting services and the selection of other advisers; fees are charged on a percentage-of-assets basis and via fixed-fee arrangements. The firm is not identified as an active ESG investor. The regulatory profile and business description point toward a consultancy model focused on manager selection and oversight rather than day-to-day discretionary portfolio management. That orientation is consistent with the firm’s emphasis on allocating client capital to third-party managers and funds.

Assets & Accounts

Investments & Alternatives