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Our Beliefs

We believe Wealth Management is a repeating cycle of…

  • Evaluating our clients short term needs
  • Understanding their long term objectives
  • Recommending specific actions
  • Investing assets to meet those needs and objectives
  • Meeting regularly to evaluate progress and identify any new challenges or goals that are inevitable with life changes
Communication
  • We believe that consistent communication with our clients is the essential ingredient to successful long-term wealth management.

  • We believe that investing the time and energy to diligently answer the small questions can lead to BIG question answers.

  • We believe it is okay to say:” I don’t know, but I will find out.”

  • We believe successful long term wealth management requires proactive collaboration with our clients trusted advisors (tax professionals, attorneys, insurance providers, etc...)

Investment

  • We believe there is no investing: “silver bullet.” It is our role to effectively explain what we are recommending and why, so that clients can make intelligent and informed decisions.

  • We believe each client is unique with distinct needs, goals, and objectives.  As such, we seek to customize our communications, wealth management and investing process to suit each family.

  • We believe the outcome of a long-term financial discipline is the privilege of having good financial CHOICES.  Preserving the family’s ability to have high-quality future financial choices is essential to our team’s mission.

  • We strive to make decisions based on what we KNOW and not what we THINK.

  • We believe it is important for our investment process to be flexible so that we may respond immediately to changing client needs and objectives. 

Mahurin Team Beliefs

  • It is our reaction to market fluctuation and not the market fluctuation themselves which often determine investing success.

  • We are not forecasters.

  • We prefer to average up and not down

  • We seek consistent efficiency.

  • We define long-term as multi-generational.

  • We believe investments which consistently earn less than their dividends will inevitably disappoint.

 

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 Securities and Advisory Services offered by J. J. B. Hilliard, W.L. Lyons, LLC, A Registered Broker Dealer and Investment Advisor, Member NYSE / FINRA / SIPC. Trust Services are offered through Hilliard Lyons Trust Company, LLC, an affiliate of J. J. B. Hilliard, W.L. Lyons, LLC. Hilliard Lyons does not offer legal, accounting or tax advice. You should consult your own tax or legal counsel prior to making any decision that may affect your tax or legal situation. To understand how Hilliard Lyons is compensated for its services, please click here.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable-we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

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Check the background of this financial professional on FINRA's BrokerCheck.