01. About Us

MPH Capital is committed to assisting fixed income investors to achieve specific financial goals and meet customized investment criteria at the lowest cost possible. MPH Capital, an investment service division of MuniMatch Corp.

02. Our Philosophy

Our goal is to assist you in building a fixed income portfolio by understanding your goals and developing a plan to reach them by serving as your concierge into the New Issue Bond Marketplace.

03. Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

Our Fixed Income Portfolio Services

 

Buy New Issue Bonds

Select your own individual bonds for your portfolio. Get timely notifications and pre-sale priority treatment for new issues that fit your investment criteria. Build a bond ladder with individual bonds to earn steady interest income.
 

Free Bond Monitoring

To facilitate “buy and hold” strategies, we provide services to hold your bonds in one place with the highest level of account protection available. At your option, we will send you instant notifications of any credit rating changes, material disclosure events, and attractive reinvestment opportunities.
 

Retirement Planning

A thoughtful reinvestment schedule is a great retirement tool. Find new bond issues that meet your investment criteria so that you can use the multiple maturities to build (or remodel) a personalized bond ladder to maximize your future cash flow, staggering income streams.

We manage assets for individuals and families, providing investment management, and financial planning services.

Why Buy Tax-Advantaged Bonds?

Potential Advantages of Fixed Income Investing

 

 

Earn Higher After-Tax Yields 

Depending on your state and federal income tax bracket, a municipal bond may provide higher yields than Treasuries, Corporates, CD’s or other fixed income investments. Check Tax Equivalent Yields here

 

Preserve Wealth 

Bond prices may rise and fall but you can generally rely on receiving the full principal amount back when your investment matures.

 

Diversity Your Portfolio 

Minimize your risk exposure. Generally, as you get older, you should increase your bond holdings.

 

Generate Income

Supplement your income or plan for retirement with semi-annual interest earnings.

 

Manage Interest Rate Risk 

Build a ladder by staggering investment maturities to experience less exposure to interest rate volatility.

Pricing Details

 

$25,000

 Minimum Account Size

0.25%

Annual Fee

(Cash not included)

$99

1X  Only Set Up Fee

 

Resources

Over the past few years, municipal bonds may have fallen out of favor due to the fact that, until recently, the returns in the stock and bond markets were generating steady returns. But ever since tax reform, 2019 has brought an unusually large stampede of investors into the $3.8 Trillion market for state and local governments for one simple reason: to pay less in taxes.
Mimi Henderson |
Categories
If you’re a beginning investor, it’s likely you’re concentrating on building your portfolio. But as important as it is to build that portfolio, you should also ensure that it’s diversified. Why is a diversified portfolio so important? There are three key reasons why diversifying is important: A diversified portfolio helps minimize risk. Stocks can be a risky investment at any time, but with a diversified portfolio, you can help minimize the risk by spreading that...
MPH Capital |
Categories
Is your investment portfolio not generating enough steady income for your retirement? Investing in U.S. Municipal Bonds may be the key to a better performing portfolio.