MAPS Program: Mid Atlantic Portfolio Solutions

Nearly twenty years ago, Mid Atlantic was among the first to broadly encourage fee-based, institutional-quality, private managed portfolio services for high net worth clients. You can see this extensive experience reflected in our MAPS Program.

MAPS is a separate-account “wrap” management program for your high net worth clients as well as retirement plans. Based on data you gather from your client, MAPS helps you create a customized portfolio with management by the nation’s leading private money managers. We directly maintain relationships with dozens of premier institutional investment managers, allowing you to selectively allocate portfolio segments to the appropriate specialists.

In addition, our own Product Management Group monitors and analyzes ongoing actions and results of the managers we utilize. The goal of this ongoing process is to find “the best of the best” — managers who are both above-average and consistent in their results.