Independent fiduciary Target mid-sized advisory firms and independent RIAs seeking fiduciary-first services with no proprietary products. MMPW’s independent, employee-owned model and long fiduciary track record can be a selling point to firms aiming to strengthen client-aligned advice.

High fiduciary expertise Leverage the combined 175+ years of principal experience to position as a source of senior-level domain knowledge for succession planning, board-level advisory, or complex asset allocation discussions with institutional clients and wealthy families.

Institutional diversification MMPW serves a broad client base including municipalities, pension plans, endowments, and foundations. Opportunity to cross-sell advanced governance, performance reporting, and custom investment solutions to similar institutions or to expand services to current municipal and nonprofit clients.

Asset stake history Recent stakes in diversified assets (e.g., Harsco, W W Grainger, Acasti Pharma, Rayonier) indicate an appetite for sector and stock-based exposure. Position as a partner for bespoke research, due diligence support, and tailored opportunities for like-minded clients seeking active investment ideas.

Growth signals Revenue range suggests a healthy mid-market footprint with room to scale. Propose scalable services such as outsourced chief investment officer (OCIO), outsourced portfolio management, or enhanced client communications technology to support growth and client service enhancements.