MH & Associates prides itself in being a Registered Investment Advisor (RIA) with the Securities and Exchange Commission (SEC) and is regulated under the Investment advisors Act of 1940. We are a "fee only" advisor which means that we do not earn commissions or other similar payments. We are a pure investment management firm. Our focus is building quality portfolios, generating good returns, and providing excellent service to our loyal clients. Our research and selection of investments is based on independent and objective analysis. Further, we think it is important that clients have a personal relationship with those who are entrusted with managing their investment assets. J. Robert Meichelbock and John Heilman founded the firm in 1981.
SEC RELATIONSHIP SUMMARY (FORM CRS)
The SEC requires investment advisors to file and provide to exisiting and prospective clients a short form document (Form CRS) summarizing the advisory relationship with MH & Associates. Please click the link on the right to view this document. If you have further questions please contact us.
SEC FORM ADV PART 2
The SEC requires investment advisers to prepare narrative brochures that include plain English disclosures of the adviser’s business practices, fees, conflicts of interest, and disciplinary information. The brochure is the primary disclosure document for investment advisers and must be delivered to advisory clients. Please click the link to the right to view this document. If you have further questions, or would like a copy of the Supplement to the brochure (which details the principals of the firm), please contact us.
Years In Business
We understand that we are the stewards of our client's hard earned savings and we strive hard every day to justify their confidence and trust in our firm
The investment team is made up of John Heilman, Daniel J. Meichelbock, Andrew Heilman. These individuals work closely together to ensure that client investment objectives and service needs are met, and it is a policy of MH & Associates that client accounts are managed by the entire investment team as opposed to being assigned to one particular professional within the firm. In addition, Lara Heilman manages the office and assists in various client service related matters. The firm is, in its truest sense, a family business which ensures the values of the founding partners continue into the future.
MH & Associates does not take possession of client assets. All client accounts are domiciled at a bank or brokerage firm of the clients choice. Absent any preference or direction, MH & Associates will direct the client to a discount brokerage firm.
MINIMUM ACCOUNT SIZE
Our minimum account size is $300,000, but under certain circumstances have accepted accounts in the past that do not meet the minimum requirements.
John Heilman, MBA
President - Portfolio Manager
Mr. Heilman graduated from California State University at Los Angeles in 1970, receiving a Bachelor of Science degree in Finance. In 1972, he earned his Master of Business Administration degree, also in Finance. After graduation he joined UNOCAL (Union Oil Company) as a Financial Analyst, leaving the company in 1973. Between 1973 and 1976 he was employed by VSI Corporation, having responsibility in various Treasury matters, retaining the title of Assistant Treasurer. In 1976 he joined the Treasury Department of Automation Industries, Inc., (which was acquired by GK Technologies in 1978) having corporate financial responsibility in financial analysis, foreign exchange, investments and financing, holding the position of Assistant Treasurer.
He became involved in asset management in 1976, when he joined Automation Industries. As portfolio manager and member of the Investment Committee his responsibilities included research analysis and securities trading. His responsibilities continued after Automation was acquired by GK Technologies. In June 1981 holding the title of Manager of Investments for GK Technologies, he left to form the investment management firm of MH & Associates.
John is located in the Carlsbad office.
Daniel Meichelbock, APMA ®
Vice President/Portfolio Manager
Mr. Meichelbock graduated from the University of California at Los Angeles (UCLA) in 1997 with a Bachelors in Economics. Throughout his four year college career he was employed by MH & Associates as a junior financial analyst. He was also a member of the UCLA Business Economic Society from 1996-1997. Upon graduation he joined Bradley Pharmaceuticals as a sales representative.
He joined MH & Associates on a full time basis in January of 2000. Daniel has amassed over 20 years of experience in the area of financial analysis. He has applied a particular focus on market timing and technical analysis. In February 2015 Daniel earned the designation of Accredited Portfolio Management Advisor (APMA) from the College for Financial Planning.
Daniel is located in our Calabasas office.
Andrew Heilman, CFA ®
Vice President/Portfolio Manager
Mr. Heilman graduated from California Polytechnic University, Pomona in 1999 with a Bachelors degree in Economics. He then went on to work for Edison International at the corporate headquarters in Rosemead, California. He held several positions in finance, including four years as a Financial Analyst in the Corporate Credit department, setting credit requirements for Edison’s largest commercial and industrial customers.
He joined MH & Associates in December of 2005. He is experienced in the financial analysis of equity and debt securities and focuses on discovering undervalued issues. Andrew achieved the CFA designation in July 2015 and is current on all continuing education and dues.
Andrew is located in our Carlsbad office.
Client Relationship Associate
Lara Heilman holds an Economics degree from California Polytechnic University, Pomona. She is adept at working with clients and ensuring that MH & Associates provides the most professional and timely service possible.
Lara is located in our Carlsbad office.
Joseph Robert Meichelbock (1937-2017) - Founding Partner
As a founding partner of MH & Associates, J. Robert Meichelbock will be greatly missed. "Bob" and John started MH in 1981 and their hard work has grown this firm into what it is today. The stock market was one of his great loves and he watched it closely until his last days. Bob was a brilliant investment mind and his stamp on the company can continually be felt through his son Daniel taking his reigns. Bob always "did the right thing for our clients" and we endeavour to adhere to that principal.