Asset Management

How MPH Asset Management Co. is Different

In sound asset management, the most important objective is to understand a client's goals, time frames, risk profile and liquidity needs. For new MPH Asset Management Co. clients, we always complete a risk assessment and confidential life expectancy report based on your health, your family, your heredity, your occupation, your hobbies and many other significant insights, to make sure all suggested investments comprise a solid strategy specific to your unique profile and goals.

On the investment side of the equation, factors include: expenses charged by management, years of management, sector, expense ratio over timeframe of investment, risk, standard deviation, as well as many other variables relevant to investing.

We use a variety of tools in designing your portfolio including Morningstar, Bloomberg, S&P Marketscope Advisors on-line service plus FINRA to support our recommendations and will provide you copies if you wish. If we deem the investments are not performing as projected, we will change to a new management company, ETF (Exchange Traded Fund), or stock that we believe is better suited to your portfolio. If none can be found, we will transfer proceeds to cash temporarily. With each new holding you will receive a Morningstar and/or S&P analysis that will provide you with insight into the new holding.

MPH Asset Management Co. also offers single specific investments like:

Annuities, help with your IRA, Roth IRA, IRA rollovers, Keogh Plans, 529 & 503B plans, and other pension & profit sharing plans.

MPH Asset Management Co. offers both a fee only compensation model, as well as a model in which we are compensated by the wide variety of investment vehicles that typically exist in an investment portfolio.

Email us today, or call 1-800-543-3392 for more information.

Financial Planner Questionnaire

Advisory services offered through MPH Asset Management Co, a Registered Investment Advisor. Securities and advisory services offered by Michael P. Hanley through KMS Financial Services, Inc. (California only) member FINRA and SIPC.

California Corporate Insurance license #0683322.

This site is for informational purposes only and is not an offer to sell or a solicitation of an offer to buy any securities or investment advisory services which may be referenced herein. We may only offer services in states in which we have been properly registered or are exempt from registration. Therefore some of the services mentioned may not be available in your state, and if not, the information is not intended for you.