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
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.