About The Marshall Plan Advisors, LLC (MPAI)

 MPAI’s guiding principles of integrity, proactive service, and fee-based asset management underscore its goal: providing personalized investment services that meet the individual needs of each client, which is not driven by commission or other incentives. Consistent with this goal, MPAI relies on dedication to continued learning, researching, and teaching to enhance understanding of market activity.

MPAI has built and continues to build its select client base thoughtfully, in the interest of meeting each individual client's goals, income needs, and risk tolerance. MPAI’s account managers require as much time for new clients as existing clients, and therefore MPAI has historically only accepted a limited number of new clients who value our established style of personalized portfolio management and meet a minimum portfolio size criterion. For more information about asset size minimums, visit the Becoming a Client page.

About the Investment Manager

Harvey M. Salkin, Ph.D., is the President and founder of MPAI. Dr. Salkin's experience in wealth management is perhaps eclipsed only by his dedication to teaching and mentoring as a university professor for over 35 years. He started teaching as a professor in 1969 at the age of 24, and has taught thousands of students in numerous courses on topics including mathematical optimization, statistics, and personal and institutional investment strategies. From 1972-1984, Dr. Salkin served as a consultant and researcher for the United States Navy, and has also provided consulting to other government and industrial organizations. He has appeared in security litigation as an expert witness, and delivered numerous invited lectures.

In 1976, Dr. Salkin formed the investment advisory firm Mathematical Investing Systems, Inc. (MIS). Through MIS, Dr. Salkin managed a limited number of individual accounts via referrals. In 1986, he created a family of no-load mutual funds, MIM Mutual Funds, Inc., which was managed by MIS. An affiliate of Provident Bank acquired MIS in 1995, at which time Dr. Salkin founded the investment advisory firm MPAI which drew its first clients from existing MIS clients, and from referrals, who were looking for more than the impersonal attention of a large mutual fund. Dr. Salkin also held a seat on the Board of Trustees of Provident Bank Funds from 1995 through 2004, at which time National City Bank acquired Provident Bank, and Provident Funds merged into their funds.

Dr. Salkin has made regular speaking and media appearances, including the weekly nationally syndicated radio report Money Pro News and his radio show Dollars and Sense on WERE, Cleveland. His education includes a Bachelor of Science in Industrial Engineering from Brooklyn Polytechnic Institute in 1967, a Masters in Operations Research from Cornell University in 1968, and a Doctorate in Operations Research and Statistics from Rensselaer Polytechnic Institute in 1969. He has authored one pioneering book in mathematical optimization, coauthored two others, co-edited another volume, and written several articles. Dr. Salkin moved to Shaker Heights, Ohio in August 1970 where he still resides.