A complete list of active advisors currently associated with MHP Asset Management

Warmer can help you find a great advisor at MHP Asset Management or one who fits your needs even better.

MHP Asset Management is a state-registered investment adviser that serves individuals (including high-net-worth clients), corporate pension and profit-sharing plans, charitable institutions, foundations, municipalities, and private investment funds. The firm’s two-advisor team manages roughly $51 million for about 76 clients and provides discretionary and non-discretionary portfolio management as well as financial planning and referral arrangements with unaffiliated sub-advisors. The firm’s investment approach is grounded in modern portfolio theory and emphasizes tailored portfolios of individual securities — equities, investment-grade corporate bonds, ETFs — and the use of options contracts as part of separately managed accounts; accounts are reviewed at least annually and rebalanced no less than every 366 days, with fixed income managed as needed. MHP typically seeks discretionary authority but accommodates client-imposed restrictions and non-discretionary relationships when requested. Compared with peers, MHP reports a material non-U.S. client base and explicitly incorporates derivatives (options) within its managed accounts, practices that are less common among similarly sized supported firms. The firm also offers no-cost educational workshops on retirement and related topics and discloses that its principal spends a portion of time licensed to sell insurance products, a dual activity the firm addresses through disclosures and written policies.

To learn more about the advisors currently working at MHP Asset Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.