"2009, 2010 and 2011 Five Star Wealth Manager"
and one of the
"2002 D Magazine Top Financial Planners in Dallas"
"We have been doing this since 1987. We nailed the late 90's run, called the 2000-2003 market turns, wrote about the "avalanche cross" in December 2007, got clients out of most of the 2008 crash and called for a dramatic rally that began in March 2009. We became much more conservative in mid-year 2011."
Growth & protecting hard earned personal wealth, especially in these volatile times, is of paramount importance for every investor. It is not a journey to be taken lightly or without guidance from someone with experience, background and vision.
Hank Mulvihill, Jr. of Mulvihill Asset Management has been that person for many high net worth people. In addition, he has managed cash for organizations and government entities. Since 1987, Hank has managed client portfolios for growth in good times plus preservation and growth in troubled times.
His philosophy has been honed over many years and influenced and mentored by some of the best portfolio managers in the country. His philosophy is evident in his educational presentation; FED FRIDAY, where Mulvihill outlines the market influences of the recent past and takes a detailed view of what will influence the investment markets in the near future. The event is known as the "Fastest 60 Minutes in Finance" for its insightful look at trends and detailed analysis of how to approach future investing. The information presented is often contrarian in nature and frequently challenges popular assumptions.
Mulvihill works every day to build and manage stock and bond portfolios while monitoring risk. The firm is independent and therefore does not have to sell proprietary products.
Mulvihill Asset Management has provided short term investments under the Texas Public Funds Act for Collin County, Texas and the City of Richardson. The firm was recognized by the Five Star Wealth Manager award sponsored by Texas Monthly, in 2009, 2010 and 2011. Mulvihill is a member of the 21 for the 21st Century Leadership Program. Mulvihill Asset Management was named as the 2007 Small Business of the Year in Richardson.
Mulvihill is a graduate of the University of Texas at Dallas with a BA in Business and Computer Science and holds numerous certifications including Certified Wealth Strategist, Certified Cash Manager and Certified Financial Planner. He is active in the community serving on the board at the UT Dallas School of Management, the Richardson Chamber and as the Vice Chair for the City of Richardson Tax Increment Finance Board.
CLICK HERE for the Morningstar article profiling Hank N. Mulvihill, Jr., CCM®, CWS®, CFP®, Principal of Mulvihill Asset Management, LLC® and Founder in 2002 of FED FRIDAY.
CLICK HERE for the McCuistion TV program "Will Your Investments Outlive You?" featuring Hank N. Mulvihill, Jr., Fred Richards and John Mauldin.
Mulvihill Asset Management, LLC® clients attend FED FRIDAY at no charge. Please call 972-234-2001 for the client registration code, or to let us know you plan to attend.
For additional information, please visit:
http://www.theplan.net/
NOTICE
FED FRIDAY® (FF) is an economic outlook and risk management forum sponsored by Mulvihill Asset Management, LLC® ("MAM"). FF is a registered continuing education sponsor. MAM is a Registered Investment Adviser (RIA) located in Richardson, Texas. Registration of an Investment Advisor does not imply any level of skill or training. The oral and written communications of an Advisor provide you with information which you may use to evaluate or retain an advisor. MAM may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. The FF website may contain information about meetings, and general economic and market comments, and information about MAM. MAM’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, MAM’s web site on the Internet should not be construed by any individual as a solicitation to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by MAM representatives with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of MAM, please contact the state securities regulators for those states in which MAM maintains a notice filing. A copy of MAM’s current ADV Part II is available from MAM upon request. Past performance may not be indicative of future results. Therefore, no individual should assume that future performance of any specific investment strategy will be profitable or equal the corresponding indicated performance level. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for an individual’s investment portfolio. No portion of the FF or MAM websites content or links should be interpreted as investment, legal, accounting or tax advice.