M1 Capital Management LLC
M1 Capital Management LLC is a registered investment adviser headquartered in Troy, Michigan. Founded in 2011, the firm is owned by Malloch Capital Management Inc. (Ryan Malloch) and Paul Dunbar. It provides investment management and financial planning services to individuals (including high net worth clients), charitable organizations, pension and profit sharing plans, and corporations. The firm has 12 employees, all serving investment advisory roles, and manages approximately $406 million in discretionary assets. M1 Capital tailors its advisory services to each client's individual circumstances and imposes account-specific investment restrictions as needed.
Investment Strategy
M1 Capital Management employs a blend of general and tactical asset allocation approaches. Its strategies include actively traded total return programs geared to specific client objectives, tactical asset allocation to adapt portfolios to changing market environments, and fixed income portfolios focusing on capital preservation. The firm routinely customizes solutions, balancing equity and fixed income based on each client's risk tolerance, time horizon, and financial goals. It emphasizes discretionary trade execution and personalized portfolio construction, primarily for high-net-worth individuals and institutional clients.
Top Holdings
Equity Positions (93)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVW | ISHARES TR | 8.38% | $16.6M | 150,929 | $101.53 | $110.10 | +$619.2K |
A AAPL | APPLE INC | 8.36% | $16.6M | 80,837 | $249.75 | $205.17 | -$1.2M |
I IVE | ISHARES TR | 7.92% | $15.7M | 80,444 | $190.89 | $195.42 | +$528.0K |
S SPLG | SPDR SERIES TRUST | 5.12% | $10.1M | 139,615 | $68.94 | $72.69 | -$6.7M |
Q QUAL | ISHARES TR | 4.24% | $8.4M | 46,040 | $178.21 | $182.82 | +$1.1M |