Mulvihill Asset Management

Registered Investment Advisor

MULVIHILL ASSET MANAGEMENT, LLC

MAM is an independent, stand-alone Registered Investment Advisor firm, based in Richardson, Texas, and 100% owned by Henry (“Hank”) N. Mulvihill, Jr. MAM offers advising, planning and consulting, investing, life insurance and other services to individual and institutional clients. As an independent firm, MAM is not captive to any investment or insurance company. MAM has access to a broad spectrum of strategy, manager review and selection resources, administrator, custodian, investment and life insurance solutions. (click for information)

MAM core business offering for individuals: MAM provides financial planning, and investment portfolio management, with trust, estate and contingency planning. MAM ideal clients are active or retired business owners, professionals, senior business and non-profit executives, academic leaders, department heads, managers and their families. MAM guidelines for a client engagement generally require that a person has planning, consulting or insurance requirements; and has, or has reasonable expectations of acquiring, a minimum of $500,000 of investable assets, which are intended to be managed by MAM. These assets may be held in a combination of family member and retirement accounts.

MAM institutional products and services: Cash investing on a fee-only DVP basis; executive compensation, pension and retirement plan services; strategy and manager review and selection resources; business consulting and other services.

For investment services, MAM is fee-only, no commissions.

For insurance services, MAM may receive commissions.

 

MAM has been recognized in 2009, 2010, and 2011 by the Five Star Award, Best in Client Satisfaction, Wealth Manager, by Texas Monthly. 

 

MULVIHILL ASSET MANAGEMENT, LLC sponsors the influential FED FRIDAY  Economic Outlook and Risk Management Forum.

 

Click below to go to

www.FEDFRIDAY.com
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