Minneapolis Portfolio Management Group, LLC

MPMG provides discretionary portfolio management centered on an All‑Cap Value equity strategy for individuals, high‑net‑worth clients, trusts, estates, retirement plans, pension and profit‑sharing plans, certain government entities, insurance companies, and institutional clients. The firm also participates in third‑party wrap programs and supplies model portfolios to financial intermediaries, and will manage accounts non‑discretionarily in limited situations while allowing clients to impose investment restrictions.

The investment process emphasizes valuation metrics (e.g., price‑to‑sales, price‑to‑cashflow, price‑to‑book, forward P/E), balance‑sheet strength, growth prospects, and a macroeconomic “big‑picture” overlay to assist timing decisions. MPMG typically manages accounts on a discretionary basis, provides quarterly performance reporting against benchmarks, and accommodates client requests for tax‑sensitive or exclusionary instructions.

MPMG’s regulatory filings show it manages over $1 billion in assets with a small portfolio management team, resulting in a high client count and a high level of AUM per advisor relative to peers. The brochure also discloses that the firm engages in solicitation/referral arrangements that compensate third parties, works with insurance company clients, and receives portions of wrap program fees while providing model‑based services to program sponsors, with these relationships documented and disclosed as potential conflicts.