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MFG, Investments, LLC

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MFG, Investments, LLC

Overview:

Our goal is to implement and maintain an efficiently managed investment portfolio at the lowest possible cost and with the least amount of risk that is required to achieve YOUR financial goals. MFG relies on four pillars to build your optimal portfolio.

In order to provide our clients with a well-managed diversified portfolio, $50,000 is the minimum entry point for our Asset Allocation Models.

MFG Investments, LLC currently oversees $130 million dollars in client's assets.

Active Risk Management

We vary risk exposure in proportion to the prospective compensation for that risk. Our proprietary model frames our decison-making process in terms of the amount of risk to hold in your portfolio given the current level of risk in the financial markets. Growth of capital can only be made safely when the opportunity is available and not just because it happens to be desired now.

Diversification of Strategies

MFG has a number of investment strategies, Preservation of Capital, Income, and Growth

I. Diversified Portfolio

    1. Long-term asset allocation

    2. Maximize return given a desired risk level

    3. Combine risky assets that are not perfectly correlated to reduce overall portfolio volatility

II. Risk Managed Portfolio

    1. MFG Market Risk Model

    2. Preserve, protect and grow assets when it is most prudent to do so

    3. What is most likely to happen

III. Trend Following Portfolio

    1. Price trends exist across asset classes due to long-standing behavorial biases

    2. Positive long-term absolute performance

    3. Low correlation to major asset classes

Diversification of Assets

We use Modern Portfolio Theory (MPT) to create a sensible, long-term asset allocation portfolio focusing on minimizing volatility to avoid large draw downs. HIstorically diversification across asset classes has shown ot reduce portfolio volatility without sacrificing long term gains. We construct our diversified portfolio using the following financial assets:

Exchange Traded Funds (ETF)
Mutual Funds
Portfolio Rebalance

We actively rebalance your portfolio to ensure that investment funds are allocated to those assets with the greatest potential for appreciation and away from assets with greater potential for loss. We buy low and sell high to maintain your optimal asset allocation.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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