Our Services
Our investment management style is disciplined. At Houlihan Asset Management we believe that a long-term, systematic, investment approach will serve you best over time. We advocate a customized asset allocation and value-oriented approach to investing using stocks, bonds, ETF's and no-load mutual funds. We believe in sound, fundamental investments, low portfolio turnover and tax-efficient investing
- Initial comprehensive review
- Personalized Investment Policy Statement
- Tax planning and advisory
- Portfolio management
- IRA and 401k consultation
- Quarterly consultation and review
- On-line access to research and portfolio
- Consolidated portfolio statement and performance reporting
- Estate planning – including wills/trust advisory
- Complimentary copy of Fiscal Fitness, Houlihan Asset Management's monthly newsletter
We also work closely with CPAs at Houlihan, LLP to provide a comprehensive financial solution for your situation. Please access our website for further information at www.houlihanassetmanagement.biz
