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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Michele Culver is an Investment Advisor Representative at Managed Asset Portfolios, LLC. Karen has been with the firm since January 2015. Karen holds a Series 65 license and is registered with the states of Michigan and Texas. Karen specializes in providing portfolio management for individuals, businesses, trusts, and pooled investment vehicles. Karen also provides portfolio management for offshore vehicles and offers model portfolio services. Karen has over 10 years of experience in the financial services industry.
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.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio management for trusts and offshore vehicles; model
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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MI
01/14/2019 - Present
Managed Asset Portfolios, LLC (ROCHESTER MI)
IA
Issued 01/10/2003
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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