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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.
Our Services:
- Initial comprehensive review
- Personalized Investment Policy Statement
- Tax planning and advisory
- Income tax return preparation
- Gift tax return preparation
- 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
Fee structure
Because we provide customized services, the terms and related fee schedule of each engagement may differ. We offer a free consultation to determine your needs and the related costs.
Financial consulting:
Houlihan Asset Management is pleased to provide the same personal financial advisory services to clients separate from investment management. These advisory services could include preparation of a comprehensive financial plan or consulting on the specific topics outlined in our listing of client services. Our hourly rate is $150.
Asset Management Fee Schedule:
$250,000 - $1,000,000 - 1%
$1,000,000 - $3,000,000 - .75%
Over $3,000,000 - negotiable
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