Investment Management

Anyone can pick investments or stocks, with varying degrees of success. Paul Murray will use his unbiased and independent research and investment platforms to help you make smart financial decisions in both the savings and retirement income phase of your life. And he'll develop your investment strategy to meet your unique goals.

Do you remember the great bursting of the Dot Com bubble in 2000? For many of investors, it marked the end of an irrational period of incredible stock market returns and ushered in a three year period of devastating declines in wealth. That was the year that Paul began practicing as a financial planner and advisor for individual and families. It was a trial by fire.

If you weren't an investor in 2000, you surely remember the dark period of 2008 and 2009, when another financial bubble burst, causing even greater loss of wealth, and nearly collapsing the financial industry. As a result of his experiences at the beginning of the last decade, his clients were well-positioned with risk-managed investment strategies that were guided by their financial plans, and a purpose. They were concerned about the market, but their statements gave them confidence.

Set it and forget it is not a strategy, it is avoidance. Even in a 401(k). The same is true for buy and hope. You need a disciplined multi-asset approach developed and honed through two great crisis and the recoveries that followed them. A strategy developed for you and your plans, not one recommended for a t.v. audience.Difficult markets have appeared in the past and will occur in the future. The lesson from the past is to be prepared, and you'll need an experienced advisor to help you prepare for what may come.  

The following is a partial list of available investment products and platforms:


  • Listed Equities (Stocks)
  • Taxable and Tax-Free Fixed Income (Bonds)
  • Separately Managed Accounts (SMAs)
  • Mutual Funds and Exchange Traded Funds (ETFs)
  • Variable and Fixed Annuities
  • Non-Traded Real Estate Investment Trusts (REITs)
  • Non-Traded Business Development Corporations (BDCs)
  • Hedge Funds
  • Private Equity Funds