Wealth Management & Advisory Services

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 click the logo below to be brought there.

© Houlihan, LLP 2021, 421 E Cook Rd Ste. 300, Fort Wayne, IN 46825
T: (260)423-3396 F: (260)423-3397 E: info@houlihan.biz

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