MHP Asset Management

MHP Asset Management is a state-registered investment adviser that serves individuals (including high-net-worth clients), corporate pension and profit-sharing plans, charitable institutions, foundations, municipalities, and private investment funds. The firm’s two-advisor team manages roughly $51 million for about 76 clients and provides discretionary and non-discretionary portfolio management as well as financial planning and referral arrangements with unaffiliated sub-advisors.

The firm’s investment approach is grounded in modern portfolio theory and emphasizes tailored portfolios of individual securities — equities, investment-grade corporate bonds, ETFs — and the use of options contracts as part of separately managed accounts; accounts are reviewed at least annually and rebalanced no less than every 366 days, with fixed income managed as needed. MHP typically seeks discretionary authority but accommodates client-imposed restrictions and non-discretionary relationships when requested.

Compared with peers, MHP reports a material non-U.S. client base and explicitly incorporates derivatives (options) within its managed accounts, practices that are less common among similarly sized supported firms. The firm also offers no-cost educational workshops on retirement and related topics and discloses that its principal spends a portion of time licensed to sell insurance products, a dual activity the firm addresses through disclosures and written policies.