MHA FINANCIAL CORP

Overview

MHA Financial Corp. operates as a corporate advisory and capital allocator that serves both individual/family clients and institutional accounts. The firm provides financial planning, portfolio management for individuals, small businesses and institutions, and acts as a selector of other advisers — indicating a mix of in-house portfolio management and the use of third‑party managers. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options, which supports flexible engagement models for different client types. Equities are the dominant portfolio preference across their managed assets, and the firm is not positioned as an ESG-focused investor. MHA Financial Corp. also maintains industry affiliations that span broker-dealer, insurance company activities and roles as sponsor or managing member of pooled investment vehicles, which suggests the capability to both distribute and originate investment products in addition to advisory services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices