At Houlihan Asset Management, we believe that a long-term, systematic investment approach will serve you best over time. Our investment management style is disciplined. We advocate a customized asset allocation and value-oriented approach to sound, fundamental investments, low portfolio turnover and tax-efficient investing.
▸ Initial Comprehensive Review
▸ Personalized investment policy statement
▸ gift tax return preparation
▸ portfolio management
▸ IRA and 401k consultation
▸ quarterly consultation and review
▸ Online access to research & portfolio
▸ consolidated statement & performance reporting
▸ Estate planning - including wills/trusts advising
▸ Complimentary Fiscal Fitness monthly Newsletter
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 $250.
Because we provide customized services, the terms and related fee schedule of each agreement may differ. We offer a free consultation to determine your needs and related costs.