MENCH FINANCIAL INC

Overview

Mench Financial Inc is a privately owned wealth advisory firm that runs a predominantly equity-centric, discretionary portfolio practice for individuals, families and institutional clients. The firm charges fees as a percentage of assets under management and provides ongoing portfolio management for individuals/small businesses as well as for business and institutional accounts. Mench Financial favors liquid, exchange-listed instruments and constructs portfolios around exchange traded equities and ETFs while supplementing those core holdings with mutual funds and corporate debt where income or diversification is required. The firm indicates the use of third-party alternative investment managers as part of its toolkit. While specific external managers are not disclosed, Mench Financial integrates outside alternatives alongside its public market allocations to add return streams and diversification options for clients whose circumstances and account minimums support such investments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices