CMH Wealth Management, LLC

CMH Wealth Management provides discretionary investment management and broader wealth management services to individuals, high net worth individuals, trusts, estates, charitable organizations, foundations, corporations, limited partnerships, and business entities. Services include portfolio management across mutual funds, ETFs, individual stocks and bonds, and advisory guidance on financial, retirement, estate, tax, insurance, and charitable planning, with fees charged as a percentage of assets under management.

The firm documents client objectives in a written Investment Policy Statement at the outset and uses an Investment Committee that meets regularly to set strategic and tactical market views; its investment process applies both qualitative and quantitative analysis when constructing tailored portfolios. The brochure also discloses that clients may elect a margin feature on taxable accounts (borrowing against portfolio value) and that advisory fees are charged on the entire invested value, a practice the firm explains in its margin disclosure.

CMH notes it provides periodic reports to clients that include holdings, allocations, and performance while also stating the usual caution that past performance is not indicative of future results, a reporting emphasis that fewer peer firms publicly highlight. The firm manages approximately $813.4 million for about 309 clients, reports no account minimum, and discloses limited forms of custody (including trustee/executor roles and account access) subject to independent surprise examinations.