Overview

4M is an SEC-registered investment advisor that caters to high net worth individuals and small foundations/endowments. Portfolios are custom built for the individual and typically focus on equities and fixed income though other investment products are used from time to time depending on client need and suitability. Fee only asset management that typically ranges from 20bps to 50bps annually depending on the investment type. 4M believes in a fiduciary standard and is perceived as a value investor style.

4M is actively growing it's client base and AUM and has the support of a family office. SL is another avenue of growth 4M is pursuing and believes that our low cost, conservative investment philosophy is something clients will appreciate.


Last Activity
6 months or more
Listing Updated
Dec. 21, 2023

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