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MHL TAMP
MHL TAMP is a turnkey asset management platform serving RIAs and family offices with model portfolios, rebalancing, and custodial integration across US markets.
MHL TAMP
MHL TAMP is a state-registered investment adviser in MIDVALE, UT. It has 7 employees and 2 investment advisers. The firm is based in Utah.
General information
Firm type
Turnkey Asset Management Program
Frequently asked questions
How does MHL TAMP differ from a traditional asset manager?
MHL TAMP does not raise external funds or manage separate accounts under its own brand to end clients. Instead, it provides model portfolios, trading software, and compliance infrastructure to financial advisors and RIAs. Advisors then customize and deliver portfolios to their own clients, with MHL TAMP handling the operational heavy lifting (per SEC filings, public record).
What types of clients does MHL TAMP serve?
The firm serves independent RIAs, broker-dealers, and small family offices that lack internal portfolio management capabilities. These intermediaries use MHL TAMP to outsource asset allocation, rebalancing, tax management, and custodial reporting. The typical client has between $50M and $2B in AUM (per industry norms, public record).
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