What’s new?
Nevin’s summary of his service trip under the services->philanthropy tab! https://www.m3ag.com/services/philanthropy/ 7/6/2018
M3 Risk Assessment
M3 Advisory Group partners with RiskAlyze utilizing their patented Risk Number® to capture a quantitative measurement of client’s true risk tolerance.
We use that data to structure a portfolio mix to fit our client’s unique and individual risk preferences.
A properly structured risk level provides our clients realistic expectations with added comfort over the long term uncertainty of market swings.
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The M3 Difference
Process
We believe in process. That gaining and maintaining financial control requires a disciplined and consistently applied process.
Protect
We believe it is as important to protect in down markets as it is to participate in up markets. That preserving capital in down markets will make a material difference in the outcomes for our clients.
Define Risk
We believe in defining RISK from our client’s perspective, we set the floor and then see how high we can build the ceiling.
Open Architecture
We believe in open-architecture when it comes to managing your assets. We recognize what we do well and importantly, what others do better.
Fiduciary
M3 operates as a fee-only advisor and is registered with the SEC. As such, we are held to a fiduciary standard and required to act in our client’s best interests at all times.
Client Services
We believe that our clients come first and it is our goal to make sure they are given first class service and to ensure that they are always helped right when they need it.
Get in touch with us
Contact Information
Address: 60 Kendrick St #203
Needham Heights, MA 02494
Tel: 781-371-2670
Fax: 781-371-2690