about MHL Investments

Investing is a science. Relationships are an art.

Imagine a Broker-Dealer designed for advisors, by advisors—a platform that shares your firm’s commitment to one thing: the client first and always.

MHL Investments at a Glance

As of September 1, 2018

Years Since Founding



Revenue Sharing


Committed to the fiduciary standard

At MHL Investments, we believe there is no room for compromise. Investment advice should require, first and foremost, an enforceable, principles-based obligation to act in the best interest of the customer.


Our industry-leading efficiencies standards

We back our investment and platform decisions with data. Statistical literacy is our love language. Our investment policy committee members have no agenda, they welcome scrutiny, and they are committed to continual improvement. The result is industry-leading technology, appropriate and competitive fee structures, and uniform investment procedures. After all, this is the science part.


True independence means the client is first. ALWAYS.

A Broker-Dealer should never engage in business relationships that compromise the quality of advice—or worse, force the advisor’s hand in ways that benefit the B/D under the guise of compliance. Rather, a Broker-Dealer’s entire existence should enhance the relationship between the client and their advisor.


A scientific approach to investing

We offer private market opportunities, including 1031 exchange offerings. We empower our advisors by rejecting gimmicky alternatives and providing the tools they need to offer comprehensive services unique to the industry.

We operate with zero compromises.

If you do the same, we would like to speak with you...
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