Here at Mullooly Asset Management, we’re a fee-only investment advisory firm. That means we work exclusively for our clients, we don’t receive commissions to sell anything. We believe in complete transparency and want our clients to feel comfortable with the investment process and what they own.
Confusing statements can be a roadblock for client comfortability. We want our clients (and all investors!) to know exactly what they own. When people don’t know what they own, problems arise.
For clients of Mullooly Asset Management, the message is the same as always: if you need help reading your statements or understanding an investment, just ask. We would be glad to assist you in any way possible. Part of our job is making sure you get this stuff. It’s important to us and we want to help you.
For non-clients of Mullooly Asset Management the message is exactly the same! We would be glad to help you understand any of your statements or investments that don’t make sense to you.
We’re all for transparency in the investment industry. Sadly, this isn’t something that can be said for all professionals in our line of work. Understanding your investments is critical and we want to help you.