General Info

Investment Advisor, Muhlenkamp & Company, Inc. has been helping clients build a legacy of financial freedom for themselves and their children since 1977. We provide personalized financial planning and investment management services, either in combination or on a standalone basis. We invest with a value discipline and seek to maximize total return. We evaluate the current investment climate and economic data and utilize logic and rational thinking rather than emotion when making decisions for portfolio holdings. We believe that ?If you don?t understand it, it is a bad deal.? So, we start our client relationships by explaining how our products work. We provide educational material such as our quarterly newsletter, webcasts, and essays, as well as private discussions and group workshops. Young adults who have a solid foundation in financial literacy will be a step ahead in the investment world. Beyond the basics, we focus on financial planning, money management, college savings, retirement planning, and estate planning. We work with individuals, couples, trustees, and executors. We also work with small to medium-sized businesses to help set up employee retirement plans.