What do we do?
MDH Investment Management, Inc. provides investment advisory services tailored to each client’s individual needs and goals. Our firm is a Registered Investment Advisor (RIA), enabling us to act solely as fiduciaries to our clients. A fiduciary is someone who has the legal obligation to do what is prudent for the other person in the relationship – like a lawyer, doctor, or accountant. We are a fee-only RIA which means we never sell products to earn commissions - aligning our objectives with our clients’. Our firm provides comprehensive investment management services to individuals, trusts, corporations, retirement plans and foundations.
How Are Funds Invested?
Managed portfolios are invested in a broad spectrum of common stocks as well as fixed income vehicles when so warranted. Normally we do not invest more than 5% of the funds under management in any one position. Many investment advisory firms invest in substantially fewer stocks. This requires considerably less effort while exposing a client to excessive risk. In our opinion, portfolio diversification not only reduces risk but also increases the likelihood of latching on to a real winner. We do not sell any products to generate commissions. We are proud to be fee-only fiduciary advisors.