Account Application

Muhlenkamp & Company provides professional investment management for pension plans, profit sharing plans, endowment funds, and individual and corporate accounts valued at $100,000 or more.

The Separately Managed Account (SMA) Fact Sheet is available to view, here.

We require valid contact information for us to respond to your request for an SMA Application, questions or comment. Please complete this Request Form or contact the office.

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SMA Facts

Style

All-Cap Value

Min Initial Investment

$100,000

Fees

1% (1st million), 0.5% (remainder)

>> View printer-friendly Quarterly Fact Sheet

Announcements

Ronald H. Muhlenkamp Retires from Muhlenkamp & Company

At the age of 75, Ronald H. Muhlenkamp retired from the investment management firm Muhlenkamp & Company, Inc. on February...
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Muhlenkamp & Company’s 40th Anniversary

2017 marked the 40th anniversary of the founding of Muhlenkamp and Company, Inc. We are pleased, proud, and grateful that...
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