Mv Capital Management, Inc.

MV Capital Management, Inc. is a Maryland corporation founded by Masood Vojdani with over 30 years of financial industry experience. The firm's mission is to provide tailored investment management strategies focusing on client-specific needs. MVCM offers discretionary or non-discretionary investment advisory services on a non-wrap fee basis, with annual fees based on a percentage of assets managed. Clients can also opt for financial planning and consulting services separately. MVCM's investment strategy includes asset allocation, security selection, and ongoing monitoring. The firm primarily invests in mutual funds, ETFs, individual equities, and fixed income securities. Clients are encouraged to review financial planning issues annually. MVCM does not participate in soft-dollar arrangements and does not compensate for client referrals. The firm recommends Fidelity, Schwab, or TD Ameritrade as broker-dealers/custodians. MVCM does not vote client proxies and maintains strict privacy policies to protect clients' nonpublic personal information. Clients have the option to engage MVCM on a discretionary basis, allowing the firm to make investment decisions on their behalf. For any inquiries, clients can contact Mark E. Underwood, Chief Compliance Officer.