| The MMA Competitive Advantage |
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Traditional Brokerage Houses |
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Completely independent investment advice |
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No incentive to promote firm-sponsored investment products |
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Clear, coherent and straightforward approach to investing |
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Sometimes |
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Specialize in servicing high net worth clients |
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The Principals of the firm invest alongside their clients |
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Sometimes |
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Full access, on-demand, to senior investment professionals,
not client service representatives |
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Investment professionals with 10+ years of Wall
Street experience |
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Creative, forward-thinking, entrepreneurial atmosphere |
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Tax-aware, customized portfolios of ETFs, fixed income and other alternative investments |
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ETFs enable a liquid strategy with no lockups = immediate access to assets |
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Completely transparent cost structure |
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No style drift problems associated with ETFs as there are with active managers |
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No risk of active portfolio manager departures with ETFs |
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Global and Emerging Markets easily accessible |
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Sometimes |
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Open architecture in investment vehicle selection |
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Sometimes |
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Innovative financial solutions - the next frontier of investing |
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Sometimes |
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Flexibility to build custom models for clients' unique
life scenarios |
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Sometimes |
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World-class risk analytics built in-house |
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Sometimes |
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Ability to access a broad array of alternative investments,
including commodities, currencies, hedge funds, and
private equity |
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Possible to incorporate assets held away from the firm in
risk analytics |
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Sometimes |
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Ability to go both long and short the market |
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Access to a broad array of financial planning services |
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Monthly research targeted at themes affecting client portfolios |
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Sometimes |
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Access to Wall Street research |
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Timely client reporting |
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