M Wealth

Investment Advisory Services for Member Firms and Clients

M Wealth provides a full spectrum of specialized investment management services to serve your clients. Combining a long-term, data-driven approach with the strength of M Financial’s resources and partnerships, we deliver a robust, cost-effective investment advisory solution. 

From model portfolios to highly customized solutions leveraging institutional separate accounts, direct indexing and alternative investments, M Wealth has a solution for your clients. 

m securities

Full-Service Offerings for Independent Financial Professionals

M Securities provides access to diverse offerings including investments, insurance, annuities, and advisory products, services, and platforms. Coupled with our operations and compliance support teams, this enables Member Firms to meet their clients’ unique needs while still maintaining independence in how they structure and build their investment practices.

The M Financial Wealth Solutions’ suite of advisor services and platforms is built to serve the complex needs of high net worth and ultra-high-net-worth individuals, successful business owners, and the sophisticated Member Firms who advise them.

Products and Services

Our proactive approach to changes in the marketplace provides services, products, and programs that effectively serve clients in a dynamic and competitive environment. For more information about the services offered by your financial professional through M Securities as a broker-dealer and as a registered investment advisor, please review the Firm Disclosures below.

Variable Life Insurance · Variable Annuities · Separate Accounts · Mutual Funds · ETFs · Alternative Investments · Qualified Plans · Financial Planning · Investment Advisory Services

M Funds

Four Exclusive Funds, Endless Possibilities

M Funds are a cornerstone of M Financial’s exclusive products, available through more than 50 select variable life insurance products and annuity products.

The strategies of this family of mutual funds complement the choices offered by our Partner Carriers. M Funds expands client investment options and provides access to the management expertise and investment strategies of select institutional managers offering strategies not available in other insurance products.

The M Funds’ sub-advisers are selected and monitored by M Financial Investment Advisers, Inc., whose Board of Directors is comprised of Member Firm Principals who have client portfolios invested in the M Funds. This accountability creates an oversight structure that works to protect the interests of Member Firm clients.