Mbia Capital Advisors

M & B Investment Advisors, LLC, also known as MBIA Capital Advisors, was established in July 2010 by Michael W. Bain, Jr. and Kurt A. Marty. The firm offers fee-based asset management and financial planning services on a discretionary and non-discretionary basis. They conduct fundamental analysis of the global economy, industries, companies, and products to provide diversified investment advice across various securities. MBIA's investment strategies include a combination of large cap value stocks with multi-cap growth and momentum stocks, as well as custom portfolios tailored to individual client goals. The firm manages discretionary assets totaling $232,030,930 as of December 31, 2024. Fees are charged based on a percentage of managed assets, with a tiered fee structure. Clients have the option to pay fees through direct debiting or by check. MBIA does not charge performance-based fees and acts as a fiduciary to all clients. The firm does not have any disciplinary information to disclose and does not receive compensation for client referrals. Clients are encouraged to appoint an independent custodian for their assets, and MBIA does not maintain custody of client funds except for limited circumstances related to fee billing. The firm accepts discretionary authority to manage client accounts and does not typically vote on client securities.