How Can MHP Help You?

Financial planners, investment advisors and brokers often get lumped together when talking about financial professionals. It is important to recognize that each one can play a different role in your personal finances. Financial Planners make structured “financial plans” for their clients. These tend to be useful if you have complicated tax, trust, or law related issues. Brokers are simply people who work for a financial firm. Typically their primary function is to sell investment product. Investment Advisors have a fiduciary responsibility to their clients and charge a fee for the management of a person’s or organization’s investments. While we can respect and work cooperatively with many kinds of financial professionals, at MHP we think of ourselves as an investment advisory firm that designs, builds and manages portfolios in our client’s best interest. If you would like to learn more about this topic, check out our video below.

We have a transparent fee structure which you can find outlined in our client agreements and disclosure documents. Our philosophy behind fees is simple—we do better when you do better.

Unlike many firms, we do not use a cookie-cutter approach. We build each and every portfolio from the ground up, based on your objectives and needs. Our process is transparent and your input is always appreciated.

Yes, if this is your preferred method of communication at this time, we are happy to accommodate.

Yes, we custom tailor our portfolios to the needs of the client.

Testimonials are strictly prohibited by SEC Rule 206(4)-1(a)(1) of the Investment Advisers Act of 1940. This is not unique to MHP Asset Management, this industry rule applies to all persons bound by fiduciary standard. 

In lieu of testimonials, we've provided client profiles to provide insight into the types of client concerns and solutions we often provide. If you are serious about becoming a client, we would be happy to also provide referrals from current clients.

To verify the background of a registered representative or broker go to FINRA’s Brokercheck. For Registered Investment Advisor firms refer to the Investment Adviser Public Disclosure.