Case Study - MV Financial
 

Government Contractors

Background MV Financial was introduced to the CFO and General Counsel of a government contractor with 250 employees and multiple offices across the country. The referral came from a CPA...
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Professional Services Firm

Background MV Financial was introduced to a Washington, DC-based professional services firm with 30 professionals, an additional 25 support staff and total plan assets of $8,000,000. The firm’s plan was...
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Non-Profit Association

Background MV Financial was introduced to the executive director of a non-profit association based in the suburbs of Washington, DC. The executive was disappointed with the performance of the investment...
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