MV Capital Management, Inc.
MV Capital Management, Inc. is an SEC-registered investment adviser headquartered in Bethesda, Maryland. The firm provides investment advisory, financial planning, and consulting services to individuals, families, and their trusts and estates. Founded in 2006, MV Capital Management primarily serves high-net-worth individuals and retail investors, tailoring portfolios to each client’s objectives and circumstances. The firm generally manages accounts on a discretionary basis and requires clients to designate at least $1 million for management, subject to certain conditions. As of the most recent filings, the firm employs a specialized staff to deliver personalized investment counsel and planning.
Investment Strategy
MV Capital Management, Inc. crafts individualized investment portfolios based on each client’s investment objectives, risk tolerance, time horizon, withdrawal requirements, and other special circumstances. The firm manages discretionary and non-discretionary accounts, investing across mutual funds, ETFs, individual stocks, and bonds. Regular monitoring and adjustments are made as necessary, and clients may impose restrictions on investment choices. MV Capital Management emphasizes fiduciary responsibility, diversification, and risk management, providing holistic financial planning and consulting as part of its approach.
Top Holdings
Equity Positions (1,068)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IWF | ISHARES TR | 7.64% | $74.3M | 174,992 | $149.60 | $424.58 | +$8.0M |
I IWD | ISHARES TR | 7.33% | $71.2M | 366,772 | $142.09 | $194.23 | -$1.1M |
I IVV | ISHARES TR | 7.04% | $68.5M | 110,306 | $365.54 | $620.90 | +$2.7M |
A ABBV | ABBVIE INC | 5.17% | $50.2M | 270,609 | $140.80 | $185.62 | -$6.6M |
A ABT | ABBOTT LABS | 3.94% | $38.3M | 281,438 | $124.19 | $136.01 | +$820.7K |