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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 and Advising

  • Gift Tax Return Preparation

  • Portfolio Management

  • IRA ad 401k Consultation

  • Quarterly Consultation and Review

  • Online Access to Research and Portfolio

  • Consolidated Statement and Performance Reporting

  • Estate Planning - Including Wills/Trust Advising

  • Complimentary Fiscal Fitness Monthly Newsletter 

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 $300. 

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. 



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