Mulholland & Kuperstock Asset Management, LLC

Mulholland & Kuperstock Asset Management provides investment advisory services to individuals and other client types. They create portfolios consisting of stocks, bonds, exchange traded funds, options, mutual funds and other public and private securities or investments. The firm tailors investment strategies to clients' specific needs and continuously monitors and rebalances portfolios based on individual goals and objectives. The firm may invest client assets in an affiliated ETF, but will exclude the value of the ETF when computing the advisory fee.