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2012: The Year Ahead
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2011: The Year in Review
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Directionless Volatility
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October Surprises
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Investment Management
Strategic Advisory Services

Mission Statement

We commit to provide unparalleled service, uncommon thinking and uncompromising standards in delivering investment management strategies and solutions tailored to the unique circumstances of each and every client.

 

Deciding how to invest your money is one of the most important decisions you will ever make. Whether you are managing your own individual portfolio, a collection of family interests or institutional funds, you need the right tools to manage these decisions. Yet financial markets have grown ever more complex and difficult to navigate. The challenge to make prudent investment decisions for the long term can seem overwhelming when the world appears to be dramatically changing before one’s very eyes.

At MV Capital Management we believe that there is no single right answer to the investment challenges of the 21st century. Yet even as we look everyday to discern where markets may be headed, we stand in awareness of and respect for the history of where they have been. Financial centers rise and fall, investment styles come in and out of favor, and the tools of asset valuation evolve with the continual discoveries afforded by scientific inquiry. But we also believe there are timeless contributors to long-term portfolio success: patience, agility, discipline and an open-minded curiosity about all the factors at play that can potentially influence performance.

We invite you to take the opportunity to get to know us in these pages. Check out our original, thought-provoking blog postings, research & commentary pieces and market reviews and outlooks. Learn about the philosophy, approach and processes that underlie our investment management activities. If you are an employer responsible for managing employee benefits plans, or are active in philanthropic activities, get to know more about our range of strategic advisory services.

The investment world is always changing. Our commitment to our clients remains the same.