Solutions For Your Investments
At Mullooly Asset Management, LLC, we believe that:
- Investors need a GAME PLAN to follow both for up AND down markets.
- Clients are entitled to personalized service.
- There is a clear surplus of biased investment advice available.
- Commission sales can create a potential conflict of interest.
- Investment objectives need to be clearly defined.
- Constant personal contact and review is required to remain on the right track.
There is something else we have learned after years in this business:
Markets and sectors cause 80% of the price movement in a stock.
This means only 20% of a stock's price movement is attributable to the fundamentals of the stock!
Additionally, most investors compound this issue by spending 80% of their time (or more!)
on evaluating which stocks to buy and only 20% on sector and market evaluation.*
Markets go up AND down. You need a game plan for periods of wealth creation (offense) and also a need a game plan for times when we should focus on wealth preservation (defense). We supply our clients with strategies for BOTH markets.
If you know whether the market is on “offense” or “defense” you’ll know which playbook to use! Too many in this industry are “permanent bulls,” meaning they want their clients always invested and never have a game plan to handle rough times in the market. They’re permanently bullish.
Our focus is not to sell you products; we are not salespeople for a brokerage firm. Our focus is to make money for you when the market is on “offense” and preserve wealth for you when the market is on “defense.”
Mullooly Asset Management, LLC is a Registered Investment Advisory firm that works strictly on fees. This means we do not accept or receive commissions for any of our work. We believe working on a commission basis puts our interests in direct conflict with you, our client. We do not accept any trailing fees for mutual fund sales, insurance or annuity business as well. Our clients have the option of consolidating their investment assets with a discount broker (we currently utilize T.D. Ameritrade) or maintaining accounts with another brokerage firm of their choosing. Mullooly Asset Management, LLC does not have custody of client assets.
We offer guidance to our individual clients on their retirement plans assets, including providing guidance on 401(k) plan investment options.
A copy of our ADV is always available upon request.
* Source: "The Latent Statistical Structure of Securities Price Changes" Benjamin F. King
Mullooly Asset Management, LLC
Valley Park Professional Center • Building M
2517 State Highway 35 •
Manasquan, NJ 08736
info@mullooly.net
Office: 732-223-9000 •
Toll Free: 877-223-7300 •
Fax: 732-223-9600
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