The Marsh McLennan Agency Asset Management Advantage
With over 60 years of combined experience, our partners provide asset management and financial planning services to individual and institutional clients. We offer comprehensive investment consulting services with a commitment to provide personal disciplined advice, leading to thoughtful, respectful and responsive collaboration. MMA Asset Management strives to avoid conflicts of interest and efficiently capitalize on current investment opportunities to improve outcomes.
- Independent, Disciplined Process
- Efficient Optimization of Investment Portfolios
- Industry Leading Investment Analytics
Independent. Experienced. Trusted
Our unbiased and transparent guidance well positions clients with strategic planning, financial market insight, and talented registered investment advisory experience. Through the depth of resources of a Fortune 250 company (Marsh & McLennan Companies), and with lead advisor experience averaging 25 years, the conversations and ongoing guidance we provide can lead to success, however our clients define it.