MB Investing – Active Strategies for Smarter Wealth

Options-based Investing

Options-based Investing is a distinctive investment philosophy built for successful professionals and families who want more than “set it and forget it” strategies.

Meet Michael Berlau

Michael Berlau is a fiduciary, fee-based investment advisor with a modern, options-informed investment approach designed for professionals with complex financial lives and significant investable assets.

Rather than relying on passive, one-size-fits-all portfolios, Michael seeks to help clients actively manage risk, improve portfolio efficiency, and pursue returns aligned with real-world goals—while staying grounded in disciplined planning and long-term thinking.

This is wealth management for people who want to live fully today while intentionally building a legacy for tomorrow.

Who We Serve:

High-net-worth professionals

Dual-income households

Clients with $1M+ in investable assets

Those seeking tax-aware, actively managed strategies

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Company

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Advisory services are provided by Royal Fund Management, LLC (“Royal Fund”). Royal Fund is registered with the U.S. Securities and Exchange Commission (SEC) and only transacts business in the U.S. in states where it is properly notice filed or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by the SEC or any other securities regulator and does not mean the advisor has attained a particular level of skill or ability. Michael Berlau is an Investment Adviser Representative of and investment services offered through Royal Fund Management, LLC, an SEC Registered Adviser. 401(k) Maneuver is another business name for Royal Fund Management, LLC. Insurance product guarantees are subject to the claims-paying ability of the issuing company. The adviser is paid commissions on the sale of insurance products only. Royal Fund Management is not engaged in the practice of law or accounting, and any advice provided should not be construed as legal or accounting advice. The information discussed and presented herein is intended to serve as a basis for further discussion with your financial, legal, tax, and/or accounting advisors. It is not a substitute for competent advice from these advisors.