We’re different . . .
What Sets Us Apart?
As you might expect, we don’t follow the pack – birds of a different feather, so to speak. Our number one priority and reason for being is to preserve and create wealth for our clients, with an intense focus on reducing risk. We never lose sight of this fact - Ever. This core belief guides everything we do and how we do it.
- We avoid current investment themes, maintaining a logical approach to investing in all market environments.
- Our Investment Strategy and Process have been time tested over many years in the worst market environments (1988, 2000-2003, 2009).
- We systematically search out quality stocks at “sale” prices.
- We know how to determine real shareholder value in contrast to using universally accepted and inaccurate criterion that results in flawed shareholder value readings.
- We use extensive proprietary computer models and screens to select investment prospects, however expert human judgment is the deciding factor in stock selection.
- Our CIO has 34 years investment experience.
- Patience . . . Investment passion is tempered by logic and experience.
Who Sets Us Apart?
Our Clients are far from average.
Typically, they:
- Are highly intelligent, ambitious and self-confident individuals who shape their surroundings and their world.
- Reject the status quo and demand superior results from their investments.
- Are financially astute thinkers and investors who challenge us to be our very best. We wouldn’t have it any other way.
We are far from average.
Our goal is to build the most reliable investment management firm in America. We have crafted a team of highly skilled professionals who espouse our principles and find challenge, opportunity and a high degree of satisfaction in their respective roles at Mullaney Trust.
Raymond Mullaney, our founder and Chief Investment Strategist, began his career in this industry in 1976 as an entrepreneur and started his first SEC registered investment advisory firm in 1980. He has over thirty years of experience in the financial services industry including research analysis, stock selection, trading, investment strategy development and portfolio management.
Mr. Mullaney served as delegate to The White House Conference on Small Business from Massachusetts and his work has been featured in The New York Times, The Wall Street Journal, The Boston Globe, USA Today and many other publications. He is highly respected within the financial services industry for his investment acumen.