MULHOLLAND & KUPERSTOCK ASSET MANAGEMENT

Registered Investment Advisor

ABOUT

M&K is an independent, fee only, fiduciary asset management firm offering tax efficient and cost-effective portfolio management. We are based in California, but serve clients nationwide.

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SERVICES

FINANCIAL PLANNING

Retirement Income Planning. Intergenerational asset transfers. College savings planning. Succession planning. Charitable gift planning. Integrated tax planning.

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ASSET MANAGEMENT

Develop investment policy statement (IPS). Asset allocation. Discretionary asset management. Written quarterly performance reports. Portfolio rebalancing. Tax efficient asset placement.

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