Registered Investment Advisor - Wealth Manager

MULVIHILL ASSET MANAGEMENT, LLC

MAM is an independent, stand-alone Registered Investment Advisor firm, based in Richardson, Texas. MAM offers advising, planning and consulting, investing, life and health insurance and other services to individual and institutional clients. As an independent firm, MAM is not captive to any investment or insurance company. MAM is able to provide services and investments to clients through relationships with many of the largest financial services and insurance companies.  

MAM core business offering for individuals: MAM provides financial planning, investment portfolio management, life and health insurance and annuity solutions; with trust, estate and contingency planning. MAM ideal clients are family offices, 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 provides life, health, disability, and long term care insurance polices; for individuals; Insurance Trusts; and Company-Owned Life Insurance. MAM provides insurance services and policies from many of the largest insurance companies. Through provider resources, MAM has extensive pre-underwriting and case experts available for our clients.

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.

 

Hank N. Mulvihill, Jr., CCM, CWS, CFP has been recognized seven times by the Five Star Award, Wealth Manager, by Texas Monthly

Click Here for Five Star Award IMPORTANT COMPLIANCE DISCLOSURES

 

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

 

Click below to go to

www.FEDFRIDAY.com