Money Map Advisors is a fee based Registered Investment Advisor. As an independent firm,we are able to provide a comprehensive approach for managing wealth for institutional and private investors. Personal planning strategies are tailored to meet the client’s risk, cash flow, tax and estate planning needs. At Money Map Advisors, we seek to provide you with consistent, superior investment returns over time by utilizing today’s best of breed investment vehicles. 

Our ETF portfolios combine passive portfolio management with rigorous risk assessment. Portfolios are designed to effectively use the tax efficiency and low cost offered through exchange-traded funds. 

The Model Portfolios seek high risk-adjusted returns while avoiding market timing and sector rotation. Client’s financial plans are implemented with disciplined management, diversification, and asset allocation.

(Press the 'play' button on the bottom left side of the player)

Investment Strategy

Asset Allocation

Our strategy was founded in modern portfolio theory. Modern portfolio theory, which won a Nobel prize in economics for Harry Markowitz in 1990, demonstrates that there is a relationship between risk and return. Also when non-correlating assets are added to a portfolio, a higher portfolio risk-adjusted return is attained. Statistically, there are three main contributors of investment return: Security selection, timing and asset allocation. The asset allocation decision is shown to be >90% of the reason for variation in returns. Therefore, we’ve given great attention to portfolio composition.

Controlling Cost

We believe the cost to invest is critical to investment selection. Portfolios are constructed to represent the asset classes and markets we target at the least expensive cost. Today, exchange traded funds (ETFs) represent the lowest cost investment vehicles available. Low expenses put more money in our client’s pockets.

 

Indexing/Passive Management

 

Many of the stock asset classes are represented by traditional indexes or fundamental indexes for several reasons: 1) Indexes typically outperform active management in many asset classes (especially newer fundamental indexes).
2) Index investing can be done with exchanged traded funds in the marketplace at very low costs.
3) Exchange traded funds are very tax-efficient. In evaluating the makeup of several hundred traditional and fundamental indices, we chose those that tracked or historically surpassed a given benchmark.

 

Managing Risk

We pay particular attention to managing risk in portfolios. Two primary measures that we review are volatility and downside risk. We measure these for individual asset classes and for the overall diversified portfolio. Decisions to add new asset classes are based on how they impact the overall portfolio’s expected return, volatility and downside risk.

Money Map Advisors, LLP Local: 936.273.5559 Toll Free: 800.456.5907 9:00am - 5:00pm CST

Money Map Advisors - The Galleria
Texas Community Bank Bldg.
1131 Uptown Park Blvd., Suite 12
Houston, TX. 77056

Money Map Advisors - The Woodlands 

{Conveniently located near Houston Intercontinental Airport}
Texas Community Bank Bldg.
16610 I-45, Suite 250
The Woodlands, TX 77384

---

Money Map Advisors LLP is registered as a fee based Registered Investment Advisor in Texas