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Each of the decisions we make are based on our research process. Over the years we have successfully adapted to a changing financial climate and new methodologies in investing.
Investment Strategy

The research process is governed by principles. Principles that must be followed to the letter, no short cuts can be taken. By doing this, we give ourselves the best advantage when taking on an investment opportunity.



Our research process has seen returns on investments year on year. The process we have formed has given us an advantage in the market place, and has been one of the main reasons for our success.



We can identify any investment opportunities and confidently speculate whether it has the potential to fulfill growth.



When we find the right company, we can help them achieve their growth by letting them use our ability to help strengthen the weaker areas in the company.

You have found us because you are looking for sound financial advice. We are Independent Financial Advisers dealing with many forms of financial services. We are experienced in giving advice to clients on a wide range of subjects.

We listen to our client’s, we speak in a language that eliminates financial jargon. We are clear on the advice we give making sure the appropriate financial solutions fits in with your goals.

Credit Suisse has hired Chris Gaertner from Bank of America Merrill Lynch as a high-ranking technology banker, the firm announced in an internal memorandum obtained by DealBook on Tuesday.

When he starts in July, Mr. Gaertner will become a managing director and the head of global corporate finance for the tech group, according to the memo from Mark Simonian and David Wah, Credit Suisse’s global co-heads of technology, media and telecom investment banking.

For financial adviser John Tyler, the past two to three years have brought a slow return to normalcy.

As the recession unfolded, discussions about whether the financial system will collapse are largely behind Tyler who says his clients can now afford to think much more rationally, take risk and expect returns. But the investors went through a long, trying mental process to get there, he said.

“Now they can put their toes in the water,” said Tyler, vice president and financial adviser at Houston-based Hulburd/Tyler Group, a wealth management practice under the private banking and investment group at Merrill Lynch.

“That might come in the form of some high-quality fixed income, some high-quality municipal bonds. We’re now to the point where they’re starting to think about high quality equities that are going to pay them in dividend.”

Tyler, a 7-year veteran of the financial advisory business, joined Merrill Lynch three years ago when he partnered withJim Hulburd to form the Hulburd/Tyler Group in November 2009. The wealth managers average 23 clients each and manage between $25 million and $50 million per client.

The Hulburd/Tyler Group typically has two categories of clients, energy or technology executives and business owners, Tyler said. For C-suite executives, the group can deal with concentrated stock issues, help them create liquidity and perform other wealth advisory functions. For closely held b...

We prefer start-up companies as they offer excellent returns on growth with less risk than seed stage companies.

What We Look For

By targeting these companies we have achieved some excellent returns on our investments. Throughout the years startup and middle market companies have exceeded our expectations.

Occasionally we do invest in seed-stage companies who are looking for investments of up to $5 million if the company shows potential.

Industry Potential

In any investment we undertake, it is important that there is the right amount of investment potential. As a rule, we like to look at companies with mass market products, healthcare technology, green energy, patented technologies and IT solutions.

We like to see a strong board of directors and management team along with a strong brand. We examine the company to see what the potential is to take the company into a global market to become market leaders

We look at the structure of the company and assess whether it can rapidly scale up to fulfill accelerated growth. If we feel there are weak spots in a corporation that is restraining its growth, we can then provide the skill and talent to help the company to achieve its potential.

Adding Value

We understand that to add value to a company we need to create tangible assets in which you can assign a value. In each company we partner with we undertak...

Each of our professionals is expected to do their best for our partners, anything less than the expected requirements is not tolerated by the company.
Corporate Mission
We will show a healthy interest in our clients ambitions; our team will support and provide the right knowledge and tools with the aims of adding growth. Our clients can rest assured that we have their interests at heart and that we will not do anything to the detriment of their company. Establishing that we reach the goals and aims for our clients comes down to our company working as a team. Being a boutique company we have less red tape and can move more dynamically than the larger corporations. This advantage means we are focused in our approach to all our business dealings.

Each of the decisions we make are based on our research process. Over the years we have successfully adapted to a changing financial climate and new methodologies in investing.


Investment Strategy

The research process is governed by principles. Principles that must be followed to the letter, no short cuts can be taken. By doing this, we give ourselves the best advantage when taking on an investment opportunity.



Our research process has seen returns on investments year on year. The process we have formed has given us an advantage in the market place, and has been one of the main reasons for our success.



We can identify any investment opportunities and confidently speculate whether it has the potential to fulfill growth.



When we find the right company, we can help them achieve their growth by letting them use our ability to help strengthen the weaker areas in the company.

For financial adviser John Tyler, the past two to three years have brought a slow return to normalcy.

As the recession unfolded, discussions about whether the financial system will collapse are largely behind Tyler who says his clients can now afford to think much more rationally, take risk and expect returns. But the investors went through a long, trying mental process to get there, he said.

“Now they can put their toes in the water,” said Tyler, vice president and financial adviser at Houston-based Hulburd/Tyler Group, a wealth management practice under the private banking and investment group at Merrill Lynch.

“That might come in the form of some high-quality fixed income, some high-quality municipal bonds. We’re now to the point where they’re starting to think about high quality equities that are going to pay them in dividend.”

Tyler, a 7-year veteran of the financial advisory business, joined Merrill Lynch three years ago when he partnered withJim Hulburd to form the Hulburd/Tyler Group in November 2009. The wealth managers average 23 clients each and manage between $25 million and $50 million per client.

The Hulburd/Tyler Group typically has two categories of clients, energy or technology executives and business owners, Tyler said. For C-suite executives, the group can deal with concentrated stock issues, help them create liquidity and perform other wealth advisory functions. For closely h...

Each of the decisions we make are based on our research process. Over the years we have successfully adapted to a changing financial climate and new methodologies in investing.


Investment Strategy

The research process is governed by principles. Principles that must be followed to the letter, no short cuts can be taken. By doing this, we give ourselves the best advantage when taking on an investment opportunity.




Our research process has seen returns on investments year on year. The process we have formed has given us an advantage in the market place, and has been one of the main reasons for our success.




We can identify any investment opportunities and confidently speculate whether it has the potential to fulfill growth.




When we find the right company, we can help them achieve their growth by letting them use our ability to help strengthen the weaker areas in the company.

You have found us because you are looking for sound financial advice. We are Independent Financial Advisers dealing with many forms of financial services. We are experienced in giving advice to clients on a wide range of subjects.

We listen to our client’s, we speak in a language that eliminates financial jargon. We are clear on the advice we give making sure the appropriate financial solutions fits in with your goals.