Mulvihill Asset Management, LLC is an independent stand-alone Registered Investment Advisor firm. First and foremost, we are advisors to our clients. We do not charge commissions for investment products or advice.

"Fee-based advisers focused on personal service and attention to portfolios and multigenerational estate and asset allocation planning."

Client assets are held at third-party custodians. MAM primarily serves investment clients using our knowledge and experience, combined with the excellent client servicing capabilities provided by the wealth management, custody, trading, research and advanced corporate solutions provided by The Charles Schwab Corporation. We may be authorized by clients to provide advice on other platforms.

Client life insurance requirements are provided through relationships with major insurance companies. MAM may charge commissions for life insurance solutions.

If you would be interested in serving your clients in a fee-based investment and consulting practice, where accounts are fully transparent to the client, and fees are fully disclosed, consider what MAM could provide for you. We believe the investment management world is moving to open source, independent, transparent, fee-based advising.

If you have a minimum of five years experience as an advisor and would like to discuss your future in confidence, please give me a call.

Hank Mulvihill - Principal - Mulvihill Asset Management, LLC


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Hank Mulvihill loves asset management and he's been doing it since 1987