2015 Clients Portfolio Analysis 
Good Financial Cents
DECEMBER 12, 2022
M1 Finance is a personal finance company that offers a variety of financial services, including investment management, portfolio analysis, and stock trading. The company is headquartered in Chicago, Illinois, and was founded in 2015. M1 Finance was founded in 2015 and is headquartered in Chicago, Illinois. territories.
Fortune Financial
AUGUST 7, 2023
between 2015 and the end of 2021. trillion in 2015 to$13.32 Range of Services Offered Fortune Financial offers a range of services designed to support investors in their alternative investment journey—from comprehensive portfolio analysis to personalized investment strategies—aligned with individual goals and risk profiles.
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Fortune Financial
AUGUST 7, 2023
between 2015 and the end of 2021. trillion in 2015 to$13.32 Range of Services Offered Fortune Financial offers a range of services designed to support investors in their alternative investment journey—from comprehensive portfolio analysis to personalized investment strategies—aligned with individual goals and risk profiles.
Brown Advisory
OCTOBER 4, 2021
Note that this model portfolio represents our “pure” thinking with regard to asset allocation, manager selection and ESG criteria, without factoring in client considerations; as a result, few if any of our clients’ portfolios will actually mirror this model exactly.) It is not representative of an actual portfolio.
Brown Advisory
OCTOBER 4, 2021
CLIMATE DASHBOARD: SUSTAINABLE MODEL PORTFOLIO AS OF 6/30/21. Using our in-house ARIS Analytics reporting system, we can generate a variety of climate-related data on client portfolios for reporting and analysis. The portfolio information above represents a model portfolio.
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