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 small business entities, delivering ongoing investment advice and account supervision. In addition to standard portfolio management, the firm sponsors and manages an in‑house wrap fee program that bundles advisory, brokerage and custodial services for participating clients.

The firm's investment approach begins with a macro assessment of social, political, economic and technological trends and combines that view with fundamental and technical analysis to select investments; strategies used range from long‑term holdings to shorter‑term trading, option positioning, margin and short sales as appropriate to client objectives. MDH manages accounts on a discretionary basis, monitors holdings at least weekly, and for wrap participants generally requires custody and trade execution through a designated broker‑dealer.

What is distinctive about the firm is its combination of a proprietary wrap fee program and a very small, centralized advisory operation in which portfolio decisions are primarily made by the firm’s principal—both features that are less common among supported peers. The firm is long‑established but modest in scale (roughly $76 million in discretionary AUM), its principal also serves on a regional bank board, and MDH typically negotiates minimums and accommodates legacy holdings and client‑imposed restrictions.