Account Application

Muhlenkamp & Company provides professional investment management for pension plans, profit sharing plans, endowment funds, and individual and corporate accounts valued at $100,000 or more.

The Separately Managed Account (SMA) Fact Sheet is available to view, here.

We require valid contact information for us to respond to your request for an SMA Application, questions or comment. Please complete this Request Form or contact the office.


First Name (required)

Middle Initial

Last Name (required)

Email (required)

Daytime Phone (required)

Address 1 (required)

Address 2

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SMA Navigation

SMA Facts


All-Cap Value

Min Initial Investment



1% (1st million), 0.5% (remainder)


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