Mon - Fri : 09:00am - 05:00pm

Services

Investment Management

MBI Investment Advisors is solely focused on investment management.

We do not engage in any business other than managing money on behalf of our clients. Building powerfully diverse portfolios is at the heart of what we do, and our experienced experts have a collective lifetime of knowledge at your disposal. We strive to plan for futures with process, balance and purpose – helping to ensure long-lasting prosperity for exclusive lifestyles.

Who we serve:

For Private Clients

In coordination with each client’s tax and legal counsel, we seek to understand the legacy that each individual, couple, or family wishes to leave. Ensuring that a client’s total financial picture – investments, assets, liabilities, tax, insurance and other considerations – is understood, helps direct each decision that we make. Nothing is without purpose. After a clear and balanced strategy is determined, purposeful actions help to maximize each opportunity, while minimizing missed ones.

Client Profile
  • Ultra High Net Worth individuals and families
  • Minimum account size $3M
  • Average account size $20M
  • Family Offices

For Foundations & Endowments

Each mandate is different and understanding the legacy a family, company, or organization wishes to impart is critical to designing an investment portfolio. We help directors and trustees navigate investment risk and reward to fulfill their missions. With prudence and attention to long term goals, MBI Investment Advisors aims to magnify your social impact – helping to secure the legacy you are leaving.

Client Profile
  • Family Foundations
  • Non-profit & Institutional
  • Endowments
  • Trustees & Trusted Advisors

For Retirement Plans

We are privileged to consult a diverse range of employers on retirement and other benefit plans. With decades of Qualified and Non-Qualified Plan investment service experience, our seasoned team is prepared to help you develop, maintain, and communicate your Plan to your most important asset, your human capital.

Client Profile
  • Qualified & Non-Qualified Plans
  • For Profit & Non-Profit Employers
  • Profit Sharing, 401(k), 403(b), 457, Pensions and other Plans
  • Average account size $10M