
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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CONTACT US
12121 Wilshire Blvd
Los Angeles, California 90025
Suite 300
310.988.2158
