MDH Investment Management, Inc.
Firm details
- Headquarters
- East Liverpool, Ohio
- CRD number
- 133127
- Website
- www.mdhinv.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI48.18%
- Individuals22.96%
- Charitable Organizations14.8%
- Pension & Profit Sharing Plans13.56%
- Corporations / Businesses0.51%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
MDH Investment Management, Inc. is a small, privately owned corporation that provides fee-based portfolio management primarily to individual and family clients as well as some business and institutional accounts. The firm operates on a percentage-of-AUM fee model and focuses on discretionary portfolio management for individuals/small businesses and for businesses or institutions. MDH does not identify as an active ESG investor and is not positioned as a multi-state or pension consulting adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities87%
- US Government Bonds10%
- Cash & Cash Equivalents2%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1
Marc Hoffrichter
Founder and CIOCRD 4473789
Contacts
1 of 1
David Bickerton
PresidentCRD 5745345
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
East Liverpool, OH
Columbiana
Location
East Liverpool, OH
Headquartered in East Liverpool, OH, anchoring the Youngstown-Warren, OH-PA metro in the Midwest.
- Metro area
- Youngstown-Warren, OH-PA
- Region
- Midwest
- County
- Columbiana
- Address
- 15387 State Route 170
- Time zone
- ET (UTC-5)
- Office locations
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