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STREET SMARTS | Welcome

Dan Mulheran
02/06/2024

Welcome to STREET SMARTS!

Hello & welcome to Street Smarts: Abbey Street’s new series where we provide you with original content through short, easy-to-consume video segments on relevant and current financial topics.

Abbey Street’s mission is to create clarity & impact outcomes for businesses & families who share a common set of core values with us. Abbey Street was founded on three pillars: independence, expertise, and impact. In 2024, we are committed to sharing our expertise and hope you find value in hearing from the Abbey Street team on a wide spectrum of topics.

We believe the information shared through these video segments can help impact you, your family, & your network. Please connect with us if these videos spark any questions and we’re looking forward to a great 2024!

Sincerely,

 

 

Abbey Street, LLC (“Abbey Street”) is a Registered Investment Advisor (“RIA”) registered with the SEC. Registration as an investment adviser does not imply a certain level of skill or training, and the content of this communication has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. Abbey Street renders individualized responses to persons in a particular state only after complying with the state’s regulatory requirements, or pursuant to an applicable state exemption or exclusion. All investments carry risk, and no investment strategy can guarantee a profit or protect from loss of capital. The information contained in this video is intended to provide general information about Abbey Street and its services. It is not intended to offer investment advice. Investment advice will only be given after a client engages our services by executing the appropriate investment services agreement and shall be subject to the terms and conditions therein. Information regarding investment products and services are provided solely to read about our investment philosophy and our strategies and to be able to contact us for further information. You should not rely on any information provided on our web site or any marketing material in making investment decisions. Market data, articles and other content discussed in this video are based on generally-available information and are believed to be reliable. Abbey Street does not guarantee the accuracy of the information contained in this video. The information is of a general nature and should not be construed as investment advice and relied upon in making investment decisions. Abbey Street will provide all prospective clients with a copy of our current Form ADV, Part 2A (Disclosure Brochure) prior to commencing an advisory relationship. However, at any time, you can view our current Form ADV, Part 2A at adviserinfo.sec.gov.  In addition, you can contact us to request a hardcopy.

 

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About The Author

Dan Mulheran

Dan Mulheran is the President of Abbey Street and leads our team of professional advisors. He has over 20 years in the financial industry, has a passion for building communities, and is President of Hazeltine National Golf Club.

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