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 businesses, the duo helps them through a process to understand whether they can sell their business or walks them through a process that teaches them what it means to run the business with longer-term investment goals in mind.

1. DUO TEAMED UP TO FORM
FINANCIAL PLANNING
GROUP AT MERRILL LYNCH –
HOUSTON BUSINESS
JOURNAL – JETEYE
http://tylergroup3.wordpress.com/2012/07/23/duo-
teamed-up-to-form-financial-planning-group-at-
merrill-lynch-houston-business-journal-jeteye/

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

3. 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.

4. “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.

5. “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.”

6. Tyler, a 7-year veteran of the financial advisory
business, joined Merrill Lynch three years ago
when he partnered with Jim 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.

7. For closely held businesses, the duo helps
them through a process to understand
whether they can sell their business or
walks them through a process that
teaches them what it means to run the
business with longer-term investment
goals in mind.
“Our experience in planning and
executing things is as good as anyone in
the industry,” he said.