$76.1M Total AUM
$76.1M Disc. AUM
-- 3Y CAGR
1 Employees
98 ADV. Clients
21 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-10-2005
- Office Locations
- 2
Office Locations
1216 Forsyth Place East Liverpool OH
-- East Liverpool OH
About MDH Investment Management, Inc.
MDH Investment Management provides discretionary, personalized portfolio management for retail and institutional clients, aiming for long-term returns above inflation while managing risk. Portfolios blend equities and fixed income with an international mandate and liquidity to shift exposures as market conditions change; client accounts are typically ETF-centric and custodied at Charles Schwab or Pershing.
Team overview
36 AVG AGE
$76.1M AVG AUM / ADVISOR
$776.8K AVG AUM / CLIENT
18.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
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Asset Classes
Summit Value Timber fusion
Client Personas
Wave horizon
Investment Themes
Timber optima
Investment Vehicles
North pathway Summit north
Services
Glacier Horizon atlas Vector optima Timber fusion
Owner & Executives
DAVID ROBERT BICKERTON
Chief Compliance Officer, President
- CRD
- #5745345
- Ownership
- 75% or more
(852) 667-3264
fusion.optima@vertexcapital.com
in linkedin.com/in/matrix-fusion
Showing 1 of 1 owners & executives
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M
MARC DAVID HOFFRICHTER
Portfolio Manager
- CRD
- #4473789
(820) 562-3739
bridge.timber@timbercapital.com
in linkedin.com/in/zenith-zenith
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $76,128,394 | $289,990 |
| Non-Discretionary | $0 | -- |
| Total | $76,128,394 | $289,990 |
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Separately Managed Accounts
Total SMA Asset: $76,128,394
Equity - Exchange:
24.5% U.S. Government/Agency:
33.4% Cash:
21.8% Corporate - Investment Grade:
20.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,018,488,357 | 24.5% |
| U.S. Government/Agency | $1,388,469,842 | 33.4% |
| Cash | $906,246,783 | 21.8% |
| Corporate - Investment Grade | $843,890,354 | 20.3% |
| Total | $4,157,095,336 | 100.0% |