MHP Asset Management

MHP Asset Management provides discretionary and non‑discretionary portfolio management and financial planning to individuals, high‑net‑worth clients, corporate pension and profit‑sharing plans, charitable institutions, foundations, endowments and other institutions. The firm constructs portfolios from individual equities, investment‑grade corporate bonds, exchange‑traded funds and options contracts, and may refer clients to unaffiliated sub‑advisors for specialized management while maintaining ongoing client relationships.

The firm’s investment approach is grounded in modern portfolio theory, seeking diversification across low‑ and non‑correlated asset classes and aligning allocations to each client’s risk tolerance and objectives; fixed income is managed with an emphasis on investment‑grade corporate bonds and equities are selected through independent quantitative and qualitative research. Accounts are reviewed at least annually and rebalanced regularly, and the firm may employ options contracts and cash positions as tactical hedges that are reviewed and adjusted at contract expiration.

A few features distinguish this firm from many peers: the brochure notes that it serves a significant non‑U.S. client base and explicitly incorporates analysis of fiscal and monetary policies in foreign countries into its research, which is uncommon for firms of this size. The firm also uses derivatives (options) within separately managed accounts and offers no‑cost educational workshops and referral relationships with sub‑advisors while retaining client oversight.