MDH Investment Management, Inc.

MDH Investment Management provides discretionary portfolio management to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations, and corporate entities. As of March 1, 2026 the firm reported approximately $76.1 million in discretionary assets across about 84 client accounts and offers advisory services through standard account arrangements as well as program-based management.

The firm develops client‑specific investment policies through personal discussions and implements portfolios using an international, macro‑driven process that combines fundamental, technical, and cyclical analysis. Tactics available to clients range from long‑term holdings to short‑term trading, and may include short sales, margin and option strategies; accounts are generally managed on a discretionary basis and a $250,000 account minimum is typically applied (subject to waiver).

Noteworthy aspects compared with peers include that MDH both sponsors and serves as the investment manager of its own wrap fee program — a relatively uncommon arrangement in this peer group — and requires program participants to custody assets with a designated custodian. The firm also manages client assets internally (no third‑party managers) and discloses that a firm principal serves on the board of a local bank, a relationship the firm may consider when recommending banking services.