BUSINESSESINVESTING OUTSIDE YOUR BUSINESS REQUIRES INFORMED DECISIONS.
As small business owners ourselves, we know how it works. Owners show up early. Leave late. Skip vacation. Get paid last. The business is your investment portfolio. Until one day, it isn’t. Once the business is generating more cash than it needs, what do you do with that money? We work with small businesses who are ready to invest outside of their business.
WHO WE SERVE
Investment Consulting & Employee Education
At Muhlenkamp, we specialize in listening to business owners, then advising them on how to build their personal portfolio and make intelligent investments. We help them, and help their employees to become financially literate, so that one day they too may reach financial freedom.
We are disciplined enough to stick to our process even when it is out of favor because we understand why our process should (and does) work. We put our reasons down on paper so our clients can become experts themselves and take control of their financial futures.
As a small to mid-size business, there are business retirement plans to consider:
Simplified Employee Pension Plan, or SEP-IRA.
Savings Incentive Match Plan for Employees — SIMPLE IRA.
Savings Incentive Match Plan for Employees — SIMPLE 401(k).
Whether you work alone or employ others, we can guide you to a plan that will help you build wealth for the future while you focus on your business today.
We look at companies the way other companies look at companies; without the Wall Street BS that often clouds the view.