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Duo Teamed Up To Form Financial Planning Group At             Takku aali’s blog
John Tyler, vice president atHulburd/Tyler Group, saidenergy executives are themost willing to take risks.
For financial adviser John Tyler, the pasttwo to three years have brought a slowreturn to normalcy.
As the recession unfolded, discussions about whetherthe financial system will collapse are largely behindTyler who says hi...
“Now they can put their toes in the water,” said Tyler,vice president and financial adviser at Houston-basedHulburd/Tyler ...
“That might come in the form of some high-qualityfixed income, some high-quality municipal bonds.We’re now to the point wh...
Tyler, a 7-year veteran of the financial advisory business,joined Merrill Lynch three years ago when he partneredwithJim H...
The Hulburd/Tyler Group typically has two categories ofclients, energy or technology executives and businessowners, Tyler ...
“Our experience in planning and executingthings is as good as anyone in the industry,”he said.
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Duo teamed up to form financial planning group one india

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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.

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Duo teamed up to form financial planning group one india

  1. 1. Duo Teamed Up To Form Financial Planning Group At Takku aali’s blog
  2. 2. John Tyler, vice president atHulburd/Tyler Group, saidenergy executives are themost willing to take risks.
  3. 3. For financial adviser John Tyler, the pasttwo to three years have brought a slowreturn to normalcy.
  4. 4. As the recession unfolded, discussions about whetherthe financial system will collapse are largely behindTyler who says his clients can now afford to thinkmuch more rationally, take risk and expect returns.But the investors went through a long, trying mentalprocess to get there, he said.
  5. 5. “Now they can put their toes in the water,” said Tyler,vice president and financial adviser at Houston-basedHulburd/Tyler Group, a wealth management practiceunder the private banking and investment group atMerrill Lynch.
  6. 6. “That might come in the form of some high-qualityfixed income, some high-quality municipal bonds.We’re now to the point where they’re starting tothink about high quality equities that are going to paythem in dividend.”
  7. 7. Tyler, a 7-year veteran of the financial advisory business,joined Merrill Lynch three years ago when he partneredwithJim Hulburd to form the Hulburd/Tyler Group inNovember 2009. The wealth managers average 23 clientseach and manage between $25 million and $50 millionper client.
  8. 8. The Hulburd/Tyler Group typically has two categories ofclients, energy or technology executives and businessowners, Tyler said. For C-suite executives, the group candeal with concentrated stock issues, help them createliquidity and perform other wealth advisory functions. Forclosely held businesses, the duo helps them through aprocess to understand whether they can sell their business orwalks them through a process that teaches them what itmeans to run the business with longer-term investment goalsin mind.
  9. 9. “Our experience in planning and executingthings is as good as anyone in the industry,”he said.

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