Goal-setting, dream-building, future-conquering financial freedom starts here.

We know how to build wealth for our clients so that they can build legacies.

We know our clients by name. We’re a family-owned business. So, family to family—The Muhlenkamp Method is a common sense approach to planning and managing your investments. We roll up our sleeves as we work with you to plan, prioritize, and execute on time-honored strategies we’ve used for decades.

INDIVIDUALS

Whether saving for your first car, or first house, or financial planning for retirement, we have a deep understanding of the market and decades of experience to take the guesswork out of your future.

BUSINESSES

Small and mid size businesses need to keep skilled employees now more than ever. We can provide retirement plans not available to larger companies that can be critical to retaining key employees.

OUR MUTUAL FUND

We brought out our mutual fund in 1988 so we could provide professional money management without requiring a large initial investment. We charge no sales commissions. Our fund is available to everyone; new and experienced investors alike.

SMA

Our Separately Managed Accounts (SMAs) are diversified portfolios that we manage just for you. You’ve worked hard for your money. We respect that. Your money should work hard for you; even harder than you worked for it. Build wealth, rest easy, let your money do the work. 

WE WORK FOR YOU

Muhlenkamp & Company, Inc. is registered as an Investment Adviser. We offer investment management services and financial planning. View our Client Relationship Summary (CRS) to learn how we can work together.

We are not in the mutual fund business. We are in the profession of investing other peoples’ money. There’s a difference.

Tony Muhlenkamp

President, Muhlenkamp & Company, Inc.

INDUSTRY INSIGHTS AND MORE

Muhlenkamp Memorandums, 2023

Muhlenkamp Memorandums, 2023

Our quarterly Muhlenkamp Memorandums are written for investors who want to understand what we do and how we think. MEMORANDUM 146 - April 2023 In...

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OUR NEWSLETTER

Communication is vital. Stay informed and receive our free quarterly newsletter and periodic market commentaries.

SEMINARS & WEBCASTS

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.

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