The M1 Specialty Difference
At M1 Specialty, we provide well-designed global solutions to achieve
your savings and investment goals.
Our robust international platform brings together four independent entities for added checks and balances, with enhanced privacy, asset protection, and peace of mind.
Benefits of partnership
When you partner with M1 Specialty, you gain world-class solutions and service. We deliver a unique set of benefits and opportunities, with the expertise of an experienced global team.
Versatility
Versatility

Enables clients to create a portfolio of performance benchmarks associated with major indices, ETFs and mutual funds; as well as select from wide variety of plan options to meet specific client objectives.

Enables clients to create a portfolio of performance benchmarks associated with major indices, ETFs and mutual funds; as well as select from wide variety of plan options to meet specific client objectives.

Diversification
Diversification

Plans that are designed to reduce portfolio volatility and market risk.

Plans that are designed to reduce portfolio volatility and market risk.

Wealth Transfer
Wealth Transfer

Benefits that can be easily transferred

to designated beneficiaries.

Benefits that can be easily transferred to designated beneficiaries.

Principal Protection
Principal Protection

Capture 100% of the growth of the world's most renowned market indexes with your contributions protected.

Capture 100% of the growth of the world's most renowned market indexes with your contributions protected.

A Lasting Partner
A Lasting Partner

Built on long-term relationships and true collaboration.

Built on long-term relationships

and true collaboration.

Elevated Support
Elevated Support

Personal, attentive service with

integrated tools and technology.

Personal, attentive service with integrated tools and technology.

Checks-Balances
Checks & Balances

Separate entities operating in

a regulated jurisdiction with

annual audits.

Separate entities operating in a regulated jurisdiction with annual audits.

Access
Access

Access to world-renowned

financial tools and savings instruments.

Access to world-renowned financial tools and savings instruments.

Privacy
Privacy

Enhanced privacy and asset

protection through our

independent trust structure.

Enhanced privacy and asset protection through our independent trust structure.