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Managed Asset Portfolios Overview
Type
Multi Family Office
General Information
Managed Asset Portfolios is a multi-family office headquartered in Rochester. The firm provides investment management and advisory services to families, family offices, and institutions. With a heritage rooted in serving one of America’s wealthiest families, it leverages its experience to address complex wealth needs across generations—offers tailored portfolio strategies and comprehensive oversight for clients seeking long-term capital preservation and growth.
Contact Information
Institution Type:
Multi Family Office
Leadership & Principals
Corporate Office:
Rochester, United States
Portfolio & Notable Allocations
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