A complete list of active advisors currently associated with Miami Valley Portfolio Management Inc

Warmer can help you find a great advisor at Miami Valley Portfolio Management Inc or one who fits your needs even better.

Miami Valley Portfolio Management provides discretionary asset management primarily to individuals, including high net worth clients, as well as foundations, estates, and trusts. The firm focuses on managing client portfolios through its proprietary programs and does not provide in-house financial planning or estate planning services. MVP pursues an active, tactical allocation approach that relies on technical tools such as moving average crossovers and stop‑loss signals to trade mutual funds, ETFs, stocks and bonds; some models permit limited use of short and leveraged funds and the firm may move assets into money market positions when signals require. Its model lineup includes strategies such as a balanced core, a Balanced Plus with emerging markets exposure, an Aristocrat stock sleeve, and a Long‑Cash model that can use leveraged or inverse index funds, which can lead to higher turnover and potential tax consequences in taxable accounts. Several operational features distinguish the firm from many peers: advisory personnel are also registered representatives of a broker‑dealer (StoneX), creating potential conflicts related to custody and product selection, and MVP participates in custodian programs that offer institutional services and limited fund universes. The firm maintains an affiliate that provides tax, insurance, and non‑securities planning services, has legacy wrap accounts but does not open new wrap programs, and uses custodians (including SEI) where SEI‑held accounts are billed in arrears on an average daily balance basis.

To learn more about the advisors currently working at Miami Valley Portfolio Management Inc, 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.