Business Owners and Institutions have unique needs!
Having been in your shoes, we understand business owners unique needs.
We are dedicated in our pursuit of three primary investment objectives:
- Protecting and preserving capital during down markets
- Maintaining lower volatility than the market averages
- Achieving competitive long-term after-tax performance
As a business owner or director of an institution, when you sit down with an MVM advisor, you will immediately notice that you are not working with your typical investment advisor form your typical Wall Street firm.
Having been small business owner, Joe Motley has instilled in MVM’s DNA the needs of business owners and their employees.
He knows firsthand how difficult it is to start and run a company, because he has done it. When MVM gives you advice, it is coming from our experience of having had to do it for ourselves.
Once your company has grown past a few employees, your job gets exponentially more difficult
Since our founding in 2009, we have demonstrated a consistent approach to effective risk-adjusted investing. MVM's rigorous selection process has led to continuous investment in high-quality funds and managers through MVM's disciplined process, designed to achieve consistent results.
And with continuous review and updating of your investment policy statement we will have a game plan in place to achieve your goals.
Knowing that --
We will build your portfolio to meet your specific needs and goals, because we are a truly independent fiduciary investment advisor.
More Information on:
Wealth Management ERISA/401(k) Plans
Nonqualified Plans Business Consulting