How We Differ From Wall Street
We are totally independent and objective investment risk analysts.
We do not sell investments nor do we manage ERISA funds.
We provide crucial facts and risk evaluations on the financial condition of public companies.
We provide ongoing investment risk appraisals, portfolio performance verification and we can provide an objective review of the strengths, weaknesses and costs of your current investment managers.
We can provide independent investment accounting.
We can also provide independent referrals to independent investment managers.
We never accept compensation, in any form, from the people or institutions that we may refer you to.
Wall Street encourages investors to keep their capital fully invested at all times. They do not discriminate between high-risk and low-risk securities. The greatest risk to every investor is losing money from a crash. Wall Street does nothing to protect investors from crashes. In our view, their investment approach is very dangerous.
At MULLANEY TRUST, we believe that in the absence of very low-risk investment opportunities, compelling reasons to invest and strong prospects for profits, conservative investors are best served by holding most of their retirement savings in money market funds and bank accounts. We’d be happy to show you why.