MB, Levis & Associates, LLC

MB, Levis & Associates, LLC is a fee‑only registered investment adviser that serves individual clients—including high‑net‑worth households—alongside corporate pension and profit‑sharing plans, charitable organizations, and trusts and estates. The firm provides discretionary portfolio management and, when requested, financial planning and consulting services.

The firm’s investment process draws on a blend of fundamental, technical, charting and cyclical analysis and implements both long‑term and short‑term equity and fixed‑income strategies, while treating cash as an asset class and including cash positions in managed assets. It conducts ongoing portfolio reviews, exercises discretionary trading authority for most clients, and offers third‑party aggregation and reporting through platforms such as ByAllAccounts or Akoya for assets not held at the custodian.

Noteworthy features for a small, supported firm include managing over $400 million in assets with a two‑advisor team and roughly 170 client relationships, which implies relatively large average account sizes; the firm also accepts limited custody when acting as trustee or executor, with surprise audits performed on those accounts. MB, Levis discloses a close operational relationship with its recommended custodian (Charles Schwab), including access to institutional services and negotiated commission arrangements tied to collective custody thresholds, and it may execute certain fixed‑income trades through other broker‑dealers when beneficial.