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How We Work

How We Work

At MLN Investments, our skilled investment team has worked for years developing and refining our value approach to investing. Our primary goal is to utilize a broad range of investments that together form the foundation of a lower-risk investing strategy. MLN Investments sells no proprietary investment products; we are 100% independent and 100% objective. We are professional money managers who have our own opinions, insights, and perspectives.

As a Registered Investment Advisor, our goals are completely aligned with yours. We are not paid to make transactions like broker dealers; we are paid to manage assets by percentage. As your assets grow, we grow, too!

Commitment, Diversification, and Research

At MLN Investments, we are committed to providing you with a disciplined approach to asset management.

You can count on us to:

  • Actively manage your portfolio
  • Perform rigorous research
  • Provide modern portfolio solutions
  • Diversify your assets
  • Maintain diligent oversight
  • Listen and educate as needed

MLN believes that successful investment management requires an intensive hands-on approach. Furthermore, we believe that valuable experience is gained from lessons learned by managing investment portfolios through good markets, bad markets, and various business cycles. Our in-house experience with fundamental analysis, asset/equity selection, portfolio management, and trade execution provides us with unique and constructive insight.

Each managed account at MLN is individually constructed, meaning we select the best investments for you in today’s market, rather than using what may have been undervalued last year. By keeping you and the current market in mind, we offer creative solutions for your investment needs. MLN is driven by a passion for research, and we truly enjoy going great lengths to discover hidden investment opportunities.

Active Management for Income and Growth

MLN scans the income-oriented universe looking for the best dividend and income opportunities for investors. By investing in a variety of income-oriented products, you can create a powerful investment mix that can create more income, increase your wealth, and fight inflation. We strive to provide a high level of dividend income utilizing the following products:

  • Dividend Stocks
  • Preferred Stocks
  • Option Based Income Strategies
  • Master Limited Partnerships (MLPs)1
  • Exchange Traded Funds (ETFs)2
  • Closed End Funds
  • Corporate Bonds3
  • Municipal Bonds4
  • REITs5

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1Securities of MLPs involves RISKS that differ from investments in common stock, including RISKS related to: (1) limited control and rights to vote on matters affecting the MLP; (2) potential conflicts of interest between the MLP and its general partner; (3) cash flow; (4) dilution; and (5) the general partner’s limited call right. MLPs performance may also be affected by, without limitation, (1) general economic conditions, (2) performance of financial markets, (3) interest rate levels, (4) changes in laws and regulations and (5) changes in the policies of governments and/or regulatory authorities. MLPs may have additional expenses, as some MLPs pay incentive distribution fees to their general partners. Infrastructure companies are subject to RISKS specific to the industry they serve including, but not limited to commodity price fluctuations; reduced volumes of energy commodities available for transporting, processing, storing or distributing; changes in the economy or regulatory environment; and extreme weather.

2ETFs trade like stock, fluctuate in market value and may trade at prices above or below the ETFs’ net asset value.

3Fixed-income investment options are subject to interest rate risk, and their value will decline as interest rates rise. Lower-rated securities are subject to additional credit and default risks. Risks associated with preferred securities differ from risks inherent with other investments. In particular, in the event of bankruptcy, a company’s preferred securities are senior to common stock but subordinated to all other types of corporate debt Preferred securities are sensitive to changes in interest rates and the market price generally falls with rising interest rates. Preferred securities are more likely to be called for redemption in a declining interest rate environment.

4The municipal market is volatile and can be significantly affected by adverse tax, legislative or political changes and the financial condition of the issuers of municipal securities. Interest rate increases can cause the price of a debt security to decrease. A portion of the dividends you receive may be subject to federal, state, or local income tax or may be subject to the federal alternative minimum tax.

5REIT securities are subject to risk factors associated with the real estate industry and tax factors of REIT regulation.