EAST LIVERPOOL– MDH Investment Management capped off a successful 2023 and looks to keep its momentum going into 2024.
MDH, which employs three, has provided investment management services to individuals, retirement plans, trusts and charitable foundations since 1982.
Artificially low interest rates are gone and the firm doesn’t see the return to the zero-rate environment anytime soon, says David Bickerton, MDH president.
“Our conservative clients now have great alternatives that do not force them to hold their nose and buy equities at any price,” he says. “Cash isn’t trash as money market funds and Treasury bills now play an appropriate role in their portfolios.”
The firm leveraged technology to acquire new clients outside the region and has clients in more than 20 states, Bickerton says.