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Investment Services

Smart Investing Doesn't Have to be Complicated

MV Capital Management works with clients to design and manage practical, tax-efficient investment strategies aligned with their personal and financial goals.  Our process for allocating capital into a strategic asset allocation is driven by data and a strong conviction that a well-balanced, diversified portfolio is critical to managing volatility, generating long-term returns, and avoiding unnecessary losses over extended periods of time. 

We integrate various forms of research and analytical tools into our investment process with the intent of generating an appropriate risk-adjusted rate of return.

Our method for identifying and investing capital for clients is guided by three interrelated objectives:

  1. Controlling the balance between asset allocaiton and potential growththrough diversification.
  2. Earning a tax-efficient, reasonable rate of return for the given level of risk in the portfolio.
  3. Maintaining liquidity or access to invested capital when needed.

Maintaining a balance between these objectives requires careful monitoring and sensible communication with clients to adjust as market and personal circumstances change. In order to maintain flexibility in our investment strategies, we integrate a combination of equity, fixed income and cash assets into a diversified portfolio.  In certain circumstances, we may utilize alternative investments or annuities to pursue a client’s specific needs. 

The proportionate amount of capital allocated to each investment or asset class is carefully determined by the investor’s objectives: investment, risk tolerance, time horizon, income or withdrawal rate.

All investing involves risk including loss of principal. No strategy assures success or protects against loss. Past performance is no guarantee of future results.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk

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