Houlihan Asset Management
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Services

Services

 

Our Services

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

▸  tax planning & advising

▸  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

 
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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 $250. 

Fee Structure

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. 

 

We'd love to hear from you!