Thanks to our rapid implementation of our Business Continuity Plan/Policies/Procedures; Muhlenkamp & Company remains open for business. If the markets are open for business, we are open for business; if the markets are closed, we are open for business; if zombies prowl the country, we are open for business and offer specialized financial/college/retirement/wealth/estate/legacy planning for the walking dead. If that describes you or anyone you know; please give us a call.
You can reach me at 877-935-5520 or 724-934-5139.
Muhlenkamp & Company, Inc.
We started our firm in 1977, and are a family owned and operated business, completely independent and unaffiliated with any other company. Ron Muhlenkamp is our Founder, Chairman of the Board, and Internal Economist. Son Jeff is Portfolio Manager and son Tony is President and Chief Compliance Officer. With family members in place and several other professional staff members, we combine a strong history with a vision for the future. Read more about Our Team.
Muhlenkamp & Company provides personalized financial planning and investment management services, either in combination or on a standalone basis. Our exclusive interest is serving the needs of our Clients. We do not act as brokers, custodians, investment bankers, or underwriters and we do not receive any commissions from such sources. We believe these factors facilitate our acting solely in the best interests of our Clients.
Our motto is “intelligent investment management” to emphasize that we remove the emotion from investing. We might also be described as “common sense” or “no BS” investment managers—you get the idea. Investing other peoples’ money is a rational profession and we apply ourselves to it on a continuous basis.
We create financial plans and invest money for people who want their money to work as hard for them as they’ve had to work for it—and who want their money to grow over periods of time best measured in years and generations. Our clients and shareholders hire us to help preserve what they have, help make it grow, and help ease their minds.
Our discipline is to buy good companies on sale, using the fundamental security analysis pioneered by Ben Graham. Ron’s paper, “Why the Market Went Down,” builds on Ben Graham’s work and describes how we value companies and determine the price to pay for them.
Our work is important because money should be used for capital, and capital is used to create the tools and conditions necessary for increasing wealth and prosperity from one generation to the next. This progression applies to families, to nations, and to the world. Helping our clients and shareholders increase their wealth and prosperity enables them to feed their families, educate their children, and help others.
It is vital to communicate with the people who hire us, so we publish a free quarterly newsletter and periodic market commentaries. We also conduct investment seminars and webcasts to inform you of what we are seeing and what we think is important. We believe an informed investor is a more successful investor, and we welcome the chance to talk with you and answer any questions you have.