Mh & Associates Securities Management Corporation

MH & Associates Securities Management Corporation is an independent firm established in June 1981, offering investment management services primarily using a "balanced" investment style. The firm's services include continuous asset allocation, supervision of client securities, and periodic reports. Clients can have fully discretionary relationships or tailored relationships based on their investment objectives. As of May 31, 2023, the firm manages $131 million of client assets, with most on a fully discretionary basis. The minimum initial investment is generally $300,000, but exceptions may be considered. Fees are based on a percentage of assets under management, with rates ranging from 0.5% to 1.0% per annum based on the account size. MH & Associates does not charge performance-based fees and serves individuals and high net worth individuals. The firm's investment philosophy focuses on fundamentally sound investments for long-term growth, utilizing various analysis techniques for equity and fixed income investments. The firm has a Code of Ethics to ensure ethical conduct, compliance with laws, and accountability. Client assets are held with third-party custodians, and the firm has investment discretion to manage client accounts. MH & Associates disclaims proxy-voting authority and maintains client privacy through strict information protection measures and cybersecurity practices.