MULLANEY MANAGEMENT & TRUST
Mullaney Management & Trust, LLC is an independent, fee-only investment advisory firm. We provide personalized financial advice to our clients. To best address your goals, we listen. We learn about you, your history, your family, your business – your concerns and worries. If you seek a strong personal relationship from your advisor, we may be a good fit for you.
Out of the hundreds of differing investment philosophies and strategies, we focus on two:
Value Investing Strategy: Our Value Investing Strategy perspective is based upon the belief that an investor should think as though they are buying a business, not a stock – profits are made by investing in quality companies at the most favorable prices. The stocks purchased in this strategy are long-term investments, in companies that have tangible assets (product, property, equipment, and cash) equal to or greater than their market cap. Returns are determined, in the long-run, by the actual profit (or losses) made by the underlying company’s investments in tangible assets, not the short-term fluctuations in the stock price.
Discovery Investing Strategy: The Discovery Investing Strategy specializes in sectors that create great wealth, the junior mining exploration and biotechnology industries. Our investments are high-risk, and potentially very rewarding. Despite economic turbulence, as long as man lives on earth, we will have societal needs for new and better medicines to cure illnesses as well as metals to build our infrastructure and manufacture our goods. Investing in companies at the early stages of discovery of new minerals deposits and medical innovations provides an exceptional opportunity for wealth creation.
MULLANEY MANAGEMENT & TRUST actively manages clients’ investment accounts through a limited power of attorney (LOPA)* that allows us to buy and sell stocks on behalf of the client. Access to the client’s actual funds, however, is held in custody by a respected third-party (normally Charles Schwab & Co.) that executes trades, maintains records of transactions, and reports directly to clients.
MULLANEY MANAGEMENT & TRUST was founded in 2005 by Raymond M. Mullaney. It has its offices in Norwalk, CT.
* Note: This LOPA does not allow MULLANEY MANAGEMENT & TRUST to remove assets from the clients’ accounts unless formal written client approval has been provided.