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Managed Asset Portfolios
Michael S. Dzialo established Managed Asset Portfolios in 2000. The firm began as the captive investment office for one of North America's wealthiest families...
Managed Asset Portfolios
Michael S. Dzialo established Managed Asset Portfolios in 2000. The firm began as the captive investment office for one of North America's wealthiest families and opened to outside clients in 2001. It now operates as an independent SEC-registered investment adviser from Rochester, Michigan. The firm pursues global value investing without geographic or capitalization constraints. It buys securities it views as trading below fundamental value and sells when price exceeds that value. Strategies include a U.S.-only mandate alongside global portfolios. The firm also allocates to hedge funds. Its research process emphasizes catalyst-driven fundamental analysis. The portfolio management team has operated together for more than twenty-five years. The firm maintains a charitable giving program and holds memberships in the Managed Funds Association and CFA Institute. In March 2026 it received a Broadridge Top Money Managers ranking for its U.S. Multi-Cap Value Strategy. Managed Asset Portfolios retains full ownership independence from banks, broker-dealers and other financial intermediaries. This structure removes external product or distribution pressures from investment decisions.
General information
Firm type
Multi Family Office
Year founded
2000
Location
Region
North America
Country
United States
City
Rochester
Corporate office
950 W. University Drive, Suite 100, Rochester, MI 48307, United States
Principals
Michael S. Dzialo
President and Chief Investment Officer
Altss tracks 2 additional named team members for this firm — including direct investment leads, IR, and operating principals not listed on the public website.
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Frequently asked questions
Who runs investment decisions at Managed Asset Portfolios?
Michael S. Dzialo serves as President and Chief Investment Officer. Karen M. Culver and Peter J. Swan act as Senior Portfolio Manager and Portfolio Manager respectively.
How does Managed Asset Portfolios source proprietary deal flow?
The firm relies on internal fundamental research and a catalyst-driven process rather than external bank or broker channels.
Is Managed Asset Portfolios structured as a single family office or does it operate more like a venture firm?
It functions as a multi-family office and SEC-registered investment adviser that accepts outside families, family offices and institutions.
Does Managed Asset Portfolios participate in fund commitments or only direct deals?
The firm allocates to hedge funds and maintains equity strategies that include both direct securities and fund vehicles.
Where does the underlying wealth come from?
The firm originated as the investment office for one of North America's wealthiest families before opening to external clients in 2001.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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