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John Frederick Dalton

Managed Asset Portfolios, LLC

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About John Frederick Dalton

John Frederick Dalton is a financial professional with over 20 years of experience in the financial services industry. John is registered to provide investment advice in Illinois and Texas. John is currently employed by Managed Asset Portfolios, LLC, a firm that specializes in providing portfolio management services to individuals, businesses, and institutions. John has experience working with high-net-worth individuals, corporations, and institutional clients. John is also a Chartered Financial Analyst.

Firm Information

John Dalton is currently registered with Managed Asset Portfolios, LLC. Managed Asset Portfolios, LLC is an investment advisor headquartered in Rochester, MI. The firm provides a range of advisory services, including portfolio management for individuals, businesses, investment companies, pooled investment vehicles, and trusts. They also offer pension consulting and model portfolio management services. Managed Asset Portfolios, LLC manages over $1 billion in assets for a diverse client base, including individuals, corporations, and investment companies. The firm has a team of 18 investment advisor representatives and 5 registered representatives.
Managed Asset Portfolios, LLC

950 W. UNIVERSITY, SUITE 100

ROCHESTER, MI 48307

$1.09B

Assets Under Management

608

Total Clients

18

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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portfolio management for trusts and offshore vehicles; model

Portfolio management for trusts and offshore vehicles; model

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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John Dalton’s Registration & Firm History

MI

01/14/2019 - Present

Managed Asset Portfolios, LLC (ROCHESTER MI)

NY

01/19/2015 - 01/11/2016

CATALYST MUTUALS FUND DISTRIBUTORS LLC (NEW YORK NY)

MO

06/08/2012 - 12/31/2014

MIDAMERICA FINANCIAL SERVICES, INC. (JOPLIN MO)

NY

01/13/2012 - 03/09/2012

MATRIX CAPITAL GROUP, INC. (NEW YORK NY)

IL

06/12/1992 - 07/19/2006

H&R BLOCK FINANCIAL ADVISORS, INC. (NORTHBROOK IL)

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Licenses & Designations

BC

Issued 01/12/2012

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 04/03/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/29/1993

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 01/11/2016

SIE - Securities Industry Essentials Examination

BC

Issued 06/11/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Frederick Dalton.
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