YOU KNOW THE GAMEPLAN. NOW, LET’S CALL THE PLAYS.

MBM Wealth Consultants builds our clients’ custom portfolios to maximize the probability of achieving their goals with the least amount of risk possible. Our portfolios do not contain proprietary products nor do we have any corporate investment restrictions. This means that we design your portfolio from the ground up using tax-efficient and cost-efficient investment vehicles.

Our investment process begins with identifying long term market cycles and creating portfolios to capitalize on them. Our investment professionals will then use screening strategies to monitor a group of best-in-class, non-proprietary investment vehicles to select cost-effective asset classes. Next, we monitor economic data and independent market research to identify shifts in long-term market cycles that could improve our buy/sell decision making process. Finally, MBM defines a sell strategy for every holding in the portfolio in order to eliminate emotional bias.