Cincinnati, OH Montgomery Road Office

Mench Financial, Inc. provides discretionary portfolio management and model portfolio services to individual clients (both non‑high‑net‑worth and high‑net‑worth) as well as pension plans, charitable organizations and other businesses. The firm establishes client investment policies through personal discussions of objectives, time horizons, risk tolerance and liquidity needs, and implements portfolios using exchange‑listed securities, OTC securities, corporate and government bonds, and ETFs.

The firm employs a mix of analytical approaches — including fundamental, technical/charting, cyclical, quantitative and qualitative analysis — and emphasizes asset allocation through several sector‑enhanced model portfolios (Capital Preservation & Income Sector Enhanced; Balanced Sector Enhanced; Global Sector Enhanced; Ultra Sector Enhanced). Accounts are monitored on an ongoing basis, reviewed monthly with annual rebalancing as appropriate, and clients receive quarterly reports summarizing account performance, balances and holdings.

Compared with many peers, Mench Financial discloses and advertises performance results, a practice that is relatively uncommon among supported firms, and the brochure highlights routine quarterly performance reporting to clients. The use of named sector‑enhanced model portfolios combined with explicit technical and quantitative methods sets its implementation approach apart from advisers that rely primarily on fundamental or long‑only strategies.