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’re a family-owned business. We know our clients by name. The Muhlenkamp Method is a common sense approach to planning and managing your investments that’s done at your kitchen table over coffee and bagels, not out on the town schmoozing over cocktails and lobster. 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 FUND

We brought out Our Fund in 1988 so we could provide professional money management without requiring a large initial investment. We charge no sales commissions of any kind so that every dollar you invest gets invested.  Our Fund is available to everyone; new and experienced investors alike.

SMA

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, 2021

The Muhlenkamp Memorandums are published quarterly. Please find the links below. We provide you with financial and economic articles that we hope...

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Achieve Financial Independence

A New Virtual Lunch & Learn Series“Financial Independence: It’s Not a Sprint, It’s a Marathon” Part 3: “Achieve Financial Independence” [button...

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Make More Spend Less

Make More Spend Less

A New Virtual Lunch & Learn Series “Financial Independence: It’s Not a Sprint, It’s a Marathon” Part 2: “Make More, Spend Less” [button...

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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.