MIAMI VALLEY PORTFOLIO MANAGEMENT INC

Overview

Miami Valley Portfolio Management Inc is an independent, owner-operated registered investment adviser that positions itself as a capital allocator for both individual/family and institutional clients. The firm combines fee-based portfolio management with financial planning and the selection of sub‑advisers, and also operates as a registered representative of a broker‑dealer and an insurance broker. Its advisory mix includes discretionary portfolio management for individuals and small businesses alongside project‑based planning and hourly engagements. Miami Valley is not an active ESG investor and does not report multi‑state adviser operations. Investment activity favors pooled public vehicles as the core building block of client portfolios, with a material portion of assets held in mutual funds/public funds. The firm also allocates to corporate debt for yield and credit exposure and uses third‑party alternative managers—primarily hedge funds—to provide diversification and non‑correlated return streams. The adviser’s fee arrangements are flexible, including percentage‑of‑AUM mandates, hourly charges and commissionable solutions, reflecting a mix of fiduciary and product‑driven business lines.

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