Managed Asset Portfolios, LLC

Michael Dzialo is a financial advisor at Managed Asset Portfolios, LLC in Rochester, MI, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has been with Managed Asset Portfolios since 2000. Managed Asset Portfolios provides discretionary and non-discretionary investment advisory services to a range of clients, including individuals, pension and government plans, trusts, and investment companies. The firm’s investment approach emphasizes fundamental, value-oriented equity analysis and detailed fixed-income research, utilizing tools such as the Bloomberg MAC-3 risk model and employing strategies across multi-cap and global portfolios.

Zachary Fellows is a CFA® charterholder and holds a Series 65 license with 10 years of experience in the financial industry. He is currently a member of the team at Managed Asset Portfolios, LLC in Rochester, MI. Managed Asset Portfolios provides discretionary and non-discretionary investment advisory services to a diverse client base, including individuals, pension plans, government plans, trusts, and investment companies. The firm employs a value-oriented equity analysis and detailed fixed-income research approach, utilizing tools such as the Bloomberg MAC-3 risk model and thematic filters, and offers services including separately managed accounts, sub-advisory roles, and retirement plan consulting.

Chad Simon is a financial advisor at Managed Asset Portfolios, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Alt Fund Distributors, Hehmeyer Trading & Investments, @PROPERTIES, and HC Tech. Managed Asset Portfolios provides discretionary and non-discretionary investment advisory services to a diverse client base, including high-net-worth individuals, pension plans, government plans, and registered and private investment companies. The firm’s investment approach emphasizes fundamental, value-oriented equity analysis and detailed fixed-income research, utilizing tools such as the Bloomberg MAC-3 risk model and incorporating covered-call options and other derivatives where appropriate.

Steven Husovsky is a financial advisor at Managed Asset Portfolios, LLC in Rochester, MI, holding a Series 65 designation with 10 years of industry experience. He has been with Managed Asset Portfolios since 2015. Managed Asset Portfolios provides discretionary and non-discretionary investment advisory services to a diverse client base including individuals, pension and profit-sharing plans, government plans, trusts, estates, and investment companies. The firm’s investment approach emphasizes fundamental, value-oriented equity analysis and detailed fixed-income research, incorporating tools such as the Bloomberg MAC-3 risk model and using derivatives and income-oriented allocations where appropriate.

Nicolas Vilotti is a financial advisor with Managed Asset Portfolios, LLC, holding a Series 65 license and three years of industry experience. His prior work includes roles at Verde Capital Management and Oakland University. Managed Asset Portfolios provides discretionary and non-discretionary investment advisory services to a diverse client base, including individuals, pension and government plans, trusts, and investment companies. The firm employs a fundamental, value-oriented equity analysis combined with detailed fixed-income research and manages separately managed accounts, mutual fund sub-advisory services, and retirement plan consulting.

Julie Fici is a financial advisor at Managed Asset Portfolios, LLC in Rochester, MI, holding Series 63 and Series 65 licenses with six years of industry experience. She has been with Managed Asset Portfolios since 2017. Managed Asset Portfolios provides discretionary and non-discretionary investment advisory services to a range of clients including individuals, pension and government plans, trusts, and investment companies. The firm employs a value-oriented equity and fixed-income research approach, manages mutual funds through a joint venture, and offers sub-advisory, wrap program, and retirement plan consulting services.

Stephen Dzialo is a financial advisor at Managed Asset Portfolios, LLC with two years of industry experience. He holds a Series 65 designation and has been with Managed Asset Portfolios since 2022. Managed Asset Portfolios provides discretionary and non-discretionary investment advisory services to a diverse client base, including high-net-worth individuals, pension and government plans, trusts, and investment companies. The firm employs a value-oriented equity analysis and detailed fixed-income research approach, utilizing tools such as the Bloomberg MAC-3 risk model and offering strategies across multi-cap and global portfolios.

Stanley Perkowski is a financial advisor at Managed Asset Portfolios, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has prior work experience at Ameriprise Financial Services, Inc., Amazon Logistics, LLC, and Ttec. Outside of finance, he operates a non-investment-related DJ business called YinzDJ. Managed Asset Portfolios provides discretionary and non-discretionary investment advisory services to a range of clients, including high-net-worth individuals, pension plans, trusts, and government entities. The firm’s investment approach emphasizes fundamental, value-oriented equity analysis and detailed fixed-income research, and it offers services such as separately managed accounts, sub-advisory roles, and retirement plan consulting.

Thomas Fitzgerald is a financial advisor with Managed Asset Portfolios, LLC, holding a Series 65 designation and 20 years of industry experience. He has been with Managed Asset Portfolios since 2009. Managed Asset Portfolios provides discretionary and non-discretionary investment advisory services to individuals, pension and profit-sharing plans, government plans, trusts, estates, registered and private investment companies, and offshore funds. The firm’s investment approach is based on fundamental, value-oriented equity analysis and detailed fixed-income research, with portfolio construction across multi-cap and global strategies.

Samuel Morley is a financial advisor with Managed Asset Portfolios, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Alt Fund Distributors LLC since 2019 and has been with Managed Asset Portfolios, LLC since 2018. Prior to his advisory roles, he held positions at Dynamic Wealth Solutions and the University of Michigan. Managed Asset Portfolios provides discretionary and non-discretionary investment advisory services to a diverse client base including individuals, pension plans, trusts, and registered investment companies. The firm employs a value-oriented equity analysis and detailed fixed-income research, utilizing risk models and thematic filters to inform portfolio construction across various strategies.

Peter Swan is a financial advisor with Managed Asset Portfolios, LLC who holds Series 63 and Series 65 licenses and has 21 years of industry experience. He has been with Managed Asset Portfolios since 2002. Managed Asset Portfolios provides discretionary and non-discretionary investment advisory services to individuals, pension and profit-sharing plans, government plans, trusts, estates, registered and private investment companies, and offshore funds. The firm employs a fundamental, value-oriented equity and fixed-income research approach, manages separately managed accounts across multiple strategies, and serves a diverse client base including high-net-worth individuals and state and municipal government plans.

Robert Naber is a financial advisor at Managed Asset Portfolios, LLC in Phoenix, AZ, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Managed Asset Portfolios since 2009. Managed Asset Portfolios provides discretionary and non-discretionary investment advisory services to a diverse client base, including high-net-worth individuals, pension and government plans, trusts, and investment companies. The firm employs a value-oriented equity analysis and detailed fixed-income research approach, managing multi-cap and global strategies while utilizing derivatives and income-oriented allocations where appropriate.

Dennis Engel is a financial advisor with Managed Asset Portfolios, LLC in Aurora, Colorado, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Managed Asset Portfolios since 2016 and also serves with Catalyst Mutuals Fund Distributors LLC. Managed Asset Portfolios provides discretionary and non-discretionary investment advisory services to a range of clients including individuals, pension and profit-sharing plans, government plans, trusts, estates, and investment companies. The firm employs a value-oriented equity and fixed-income research approach, offers sub-advisory services to mutual funds, and manages various separately managed accounts and pooled investment vehicles.

Karen Culver is a Series 65-licensed financial advisor with Managed Asset Portfolios, LLC in Rochester, Michigan, where she has worked since 2015. She has 21 years of industry experience. Managed Asset Portfolios offers discretionary and non-discretionary investment advisory services to a diverse client base, including high-net-worth individuals, pension plans, government plans, trusts, and registered and private investment companies. The firm’s investment approach emphasizes fundamental, value-oriented equity analysis and fixed-income research, utilizing tools like the Bloomberg MAC-3 risk model and employing derivatives and income-oriented allocations where appropriate.

Michael Rodzik is a financial advisor with Managed Asset Portfolios, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Managed Asset Portfolios since 2011 and Alt Fund Distributors LLC since 2014. Managed Asset Portfolios provides discretionary and non-discretionary investment advisory services to a diverse client base, including high-net-worth individuals, pension and government plans, trusts, and investment companies. The firm employs a value-oriented equity and fixed-income research approach, offers separately managed accounts, sub-advisory roles, and retirement plan consulting, and utilizes tools such as the Bloomberg MAC-3 risk model to inform portfolio construction.