MDH Investment Management, Inc.

MDH Investment Management is a small, state‑registered advisory firm that provides discretionary portfolio management and investment advice to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations, and closely held businesses. The firm develops personalized investment policies through client discussions and creates blended portfolios that allocate across asset classes consistent with each client’s objectives and constraints.

The firm’s investment process is international in scope and begins with a macroeconomic view, followed by fundamental and technical analysis to identify industry leaders and undervalued recovery opportunities and to set buy and sell points. Depending on client objectives, MDH employs a range of strategies—from long‑term holdings to shorter‑term trading and use of derivatives and short sales—and continually monitors accounts to implement discretionary decisions.

What is notable about MDH relative to many peers is that it sponsors and manages its own wrap fee program, offering bundled advisory, execution and custody services under a single program arrangement—an attribute that is uncommon among supported firms. The firm manages program and non‑program accounts in the same discretionary manner and requires program participants to use its chosen execution/custody arrangement, while maintaining regular account reviews and proxy‑voting services.