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Portfolio Management
about-us

Here at Mulberry Colburn Associates we offer our clients a full service portfolio management option. This allows our brokers to manage and upkeep your portfolio as the markets change. Your portfolio with us is fully customizable and flexible, when working with one of our brokers, we give you the option to create your portfolio with a range of fixed income, government bonds, stocks, equity and more. The advantages of working with Mulberry Colburn Associates is that as an international brokerage we can give our clients access to a huge array of alternative investment strategies that are both innovative and profitable, this allowing for a much more diverse portfolio.

When creating a portfolio with Mulberry Colburn Associates the first contact by our brokers is always to get to know you, your financial goals, and your personal circumstances. This enables our brokers to build you a portfolio based on solid information that can determine which direction your portfolio will take. The reason we get to know each client, is that many factors will affect the investment opportunities that are offered to you, your risk tolerance is a contributing factor, if you are a conservative investor who is very risk adverse, that will enable your broker to offer you investments with less exposure in the markets.The more we get to know you, the better your portfolio will work for you.

When it comes to the types of investment we offer to our clients, we understand not everyone wants to be part of a pooled investment or mutual fund, some investors want to feel like they truly own something. Although Mulberry Colburn Associates does offer the opportunity to be part of these investment strategies we prefer to offer our clients stocks and securities that they solely own.

Mulberry Colburn Associates has a high standard when it comes to their portfolio managers, which is why our portfolio managers will give you accurate information when you need it. We are of the belief that we are partners when working with your portfolio and the investment opportunities we provide you with are relevant to you. We don’t believe in giving you investment opportunities just to make commissions, we give you information that will make you profit.

Why Us

When working with Mulberry Colburn Associates we take a slightly different approach to choosing the best strategies than most.


Careers

Mulberry Colburn Associates is always on the search for motivated financial professionals to join our team, whether you are freshly...


Research

The reason Mulberry Colburn Associates has been so successful through our years of operation is due to the dedication...