MAP

What MAP does

Managed Asset Portfolios (MAP) is an independent SEC-registered investment advisory firm headquartered in Rochester, Michigan, founded in 2001 by Michael Dzialo. Originally established as a single-family investment office for one of the wealthiest families in North America, the firm opened to outside investors in 2001 and now manages over $1.25 billion in assets for institutional, sub-advisory, and individual investors across 500+ families in the U.S. and globally. MAP employs 11-50 professionals and operates with no affiliations to investment banks, broker-dealers, accounting firms, insurance companies, or law firms, with employee retention incentives and GIPS-compliant performance reporting.

The firm offers five investment strategies built on a global value investing philosophy: the Global Equity Strategy and its Ex-Options variant (the latter launched in 2012), the U.S. Multi-Cap Value Strategy, the Global Balanced Strategy, and the Enhanced Income Strategy. All strategies share a catalyst-driven, bottom-up fundamental research process unconstrained by geography or market capitalization, supplemented by a proprietary Pain Ratio analysis that measures drawdown frequency, depth, and duration alongside traditional Sharpe Ratio metrics. The portfolio management team has worked together for over 25 years, led by Founder, President and CIO Michael Dzialo alongside senior PMs Karen Culver, Peter Swan, Zachary Fellows, and Nicolas Vilotti.

MAP generates revenue exclusively through recurring AUM-based investment advisory fees, with detailed schedules disclosed in ADV Part 2A and ADV Part 3 documents. Distribution is primarily relationship-based across four channels: direct engagement with high-net-worth families and family offices, institutional mandates, a financial advisor sub-advisory channel, and a content-led digital funnel that includes the MAP Views blog, weekly webinars, an email newsletter, and earned-media press releases on Broadridge/Lipper and PSN Top Guns awards. The firm has accumulated a multi-decade track record of third-party-recognized performance, including a #2 Broadridge ranking for the 40-quarter period ending 12/31/2025 and multiple Top Guns Manager of the Decade designations.

Name

MAP

Legal name

Managed Asset Portfolios, LLC

Website

https://managedassetportfolios.com

Company type

Private

Founded year

2001

Operating status

Operating

Headcount range

11–50 employees

Short description

Managed Asset Portfolios (MAP) is an independent SEC-registered investment advisory firm founded in 2001 that applies a global value investing philosophy across five equity, balanced, and income strategies for families, family offices, institutions, and financial advisors.

Ownership category

akta.pro rank

Product category

Investment Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Portfolio Construction & Asset Allocation Advisory (FSAEAAAC)

akta.pro secondary industries

Large-Cap Equity (Active) (FSAAAIAA), Small-Cap Equity (Active) (FSAAAIAC), Emerging Markets Equity (Active) (FSAAAIAF)

Keywords

• Investment advisory services
• Global value investing
• Asset management
• Portfolio management
• Wealth management

Headquarters

HQ city

Rochester

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Investment Advisory Fees: Fees charged for investment advisory and management services, typically based on assets under management (AUM). The firm manages over $1.25 billion for institutional, sub-advisory, and individual investors.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Managed Asset Portfolios is an independent, SEC-registered investment advisory firm that provides discretionary global value-driven investment management to families, family offices, and institutional investors. It offers five distinct strategies—Global Equity, Global Equity Ex-Options, U.S. Multi-Cap Value, Global Balanced, and Enhanced Income—built on catalyst-driven fundamental research and a long-term horizon, managing over $1.25 billion in assets.

Product overview

Managed Asset Portfolios (MAP) offers a suite of five distinct investment strategies built on a global value investing philosophy. The core offerings include the Global Equity Strategy (unconstrained by geography or market cap) and its Global Equity Ex-Options variant, the U.S.-only Multi-Cap Value Strategy, the Global Balanced Strategy combining equities with fixed income, and the Enhanced Income Strategy. All strategies share a catalyst-driven fundamental research approach focused on finding securities trading below intrinsic value, with the portfolio management team having worked together for over 25 years.

Differentiator

Problem solved

Functional benefit

Products and services

• Global Equity Strategy A focused global equity portfolio that seeks undervalued securities trading at a discount to fundamental value, unconstrained by geography or market capitalization. Designed for clients seeking long-term capital appreciation through a disciplined global value approach.
• Global Equity Ex-Options Strategy A global equity portfolio variant that excludes options exposure while maintaining the same value-oriented investment philosophy as the core Global Equity Strategy. Designed for clients who prefer an options-free implementation of MAP's global value approach.
• U.S. Multi-Cap Value Strategy A value-focused investment strategy constrained to U.S. markets, investing across small-, mid-, and large-cap securities. Designed for clients seeking a U.S.-only value mandate with flexibility across market capitalizations.
• Global Balanced Strategy

Quantifiable outcome

• #2 ranking in U.S. Diversified/Multi-Cap Value Equity category for 40-quarter period ending 12/31/2025 (Broadridge Top Money Managers)
• +2 more outcomes

Named customers2 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Scale indicators6 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Third Avenue Management: Value-driven, fundamentally focused investment manager with global equity and credit strategies. Comparable in philosophy and in its emphasis on catalyst-driven, bottom-up research.
• Pzena Investment Management: Publicly traded global value manager focused on classic deep-value equities for institutional and intermediary clients. Highly comparable to MAP in strategy, process, and customer base.
• Mairs & Power: Independent, employee-owned investment advisor managing value-tilted equity and balanced strategies for HNW families and institutions. Very close comparability to MAP in philosophy, scale and ownership model.
• Brandes Investment Partners: Independent global value manager offering equity and balanced strategies to institutional and advisor clients. Comparable to MAP in philosophy, multi-strategy platform and channel mix.
• Longleaf Partners: Boutique value-oriented asset manager serving institutional and intermediary clients with concentrated, fundamental strategies. Directly comparable to MAP in approach and scale.
• Tweedy, Browne Company: Long-tenured, value-oriented global investment manager with a similarly small, research-driven team and multiple-decade track record. Closely comparable to MAP in philosophy, scale and boutique positioning.
• Ariel Investments: Independently owned value manager offering U.S. equity strategies to institutional and individual clients. Comparable to MAP's U.S. Multi-Cap Value offering and emphasis on fundamental research.
• Heartland Advisors: Mid-sized value-oriented asset manager offering U.S. equity and fixed-income strategies. Comparable to MAP in value focus and multi-product approach.

Broad incumbents

• Dodge & Cox: Large, employee-owned value-oriented investment manager with U.S. and global equity, fixed income and balanced strategies. Same value philosophy as MAP but operating at materially larger scale across institutional and retail channels.
• T. Rowe Price: Large, multi-affiliate global asset manager with value, growth, and multi-asset strategies serving institutional and retail clients. A broad incumbent with overlapping value strategies, though much larger and broader than MAP.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/MAP_Investments

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about MAP