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MDH Investment Management
MDH Investment Management, Inc. is an SEC-registered investment adviser in East Liverpool, OH. The firm manages approximately $76 million in regulatory assets.
Overview
MDH Investment Management, Inc. is an SEC-registered investment adviser in East Liverpool, OH. The firm manages approximately $76 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Asset Manager
Year founded
1985
Location
Region
North America
Country
United States
City
East Liverpool
Corporate office
East Liverpool, OH, United States
Principals
Dudley H. Merchant Jr.
President and Chief Investment Officer
Sector focus
Frequently asked questions
Who runs investment decisions at MDH Investment Management?
Dudley H. Merchant Jr. serves as president and chief investment officer, making all portfolio-management and trading decisions. Public filings list no other investment-advisory personnel.
Does MDH operate pooled funds or only separate accounts?
MDH manages separate accounts exclusively. It does not sponsor mutual funds, private funds, or commingled investment vehicles.
Which asset classes does MDH typically allocate to?
The firm concentrates on publicly traded U.S. equities and fixed-income securities, including investment-grade corporate bonds and government obligations. It does not pursue private equity, real assets, or alternative strategies.
Who is MDH's typical client?
Its client base consists of high-net-worth individuals and smaller institutions in the tri-state region around East Liverpool, Ohio. The firm historically serves a concentrated, regional book of business rather than a nationally distributed client roster.
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