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.