You’re not just another investor at Managed Asset Portfolios (MAP) of Rochester. Dan Patterson, Client Relations Manager, and Michael Dzialo, President of MAP, say that each one of their clients has a personalized portfolio for the management of their money.
“We don’t have two portfolios that are the same, because no two clients are the same,” says Patterson.
Dzialo says it is important to have a professional manage your money for you.
“If you have a toothache, you don’t fill your own tooth,” he says. “Managing money is a full-time job.”
Dzialo and Patterson joined together after both worked for OLDE Discount Corporation, with Patterson starting in 1984 and Dzialo joining OLDE in 1987. The two left shortly after H&R Block bought OLDE in 1999.
“It was always a dream of mine to be a money manager,” says Dzialo. “When I left H&R Block, that was a logical time to make that step.”
In 2000, Dzialo began operating MAP out of his home, and in 2001, he was joined by Patterson, and the two moved the business to their Rochester location.
MAP provides individualized money management for corporations, families, trusts and IRAs. Patterson said MAP works in accordance with their client’s risk tolerance, objectives and preferences.

Dzialo, a Sterling Heights resident, is a graduate of Wayne State University and a former securities analyst and director of research at OLDE. Patterson, a Clarkston resident, is an Albion College grad, and a former broker, branch manager, bond and mutual fund department manager, national sales director and member of the board of directors at OLDE.
Dzialo started MAP with $50 million in a handful of accounts; today MAP has around 100 accounts totaling $609 million. Their minimum portfolio value is $100,000.
“We are true value investors,” says Dzialo. “We do our homework, and we don’t have conflicts of interest, such as an investment banking division. Our interests are aligned with our clients.”
Patterson says MAP doesn’t work on commissions.
“So when we buy and sell something for the client, they don’t have to wonder if we’re doing it to make a commission,” he says.
MAP offers prospective clients a free portfolio review with no obligation to use their services.
“If someone wants a second opinion on how their portfolio looks, we will go over it and give them a report about what we would change, if anything, and why” says Patterson.
MAP employs three portfolio managers, two analysts and a small sales and administrative staff.
“We’ve worked with all of our portfolio managers and research analysts already at OLDE, so we’ve had the benefit of not having to hire anyone off the street,” says Patterson. MAP’s staff has year’s of experience and bring a passion for what they do.
“We also get large wall street firms’ research, but at the end of the day, we do our own homework,” Dzialo says. ‘I think that separates us. We have the resources to do our own homework.”
Patterson says that MAP clients’ finances won’t be risked for trendy investment opportunities.
“Recently we’ve held cash positions,” he says. “That’s helped our clients weather the storm. It’s better to preserve the client’s assets, than allocate them to an investment that we don’t see a lot of value in. We realize the market can crumble pretty quickly.”
Managed Asset Portfolios, LLC is located at 950 W. University Drive, Suite 100 in Rochester. The phone number is (248) 601-6677, and the fax number is (248) 601-6679.