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Cullen Investment Group is an independent Registered Investment Advisory firm headquartered in Cincinnati, Ohio.
No Account Minimums
Get started with any amount
Low Fees
Easy to understand fee structure for our services
Honest Advice
A legal obligation to only act in your best interests
OUR MISSION
Whether you're a wealthy multi-millionaire or living paycheck to paycheck, we believe that every single person deserves to have access to a trusted financial advisor, which is why we have no account minimums. We strive to live out our core values of honesty, integrity, and respect which we believe create a solid foundation on which our firm can thrive. We will always have the strongest fiduciary standards to our clients, meaning we only do what is in your best interests. In doing these things, we believe we can help every community that we serve. Read more about our community involvement.
Are You Small Business Owner?
We believe small businesses are not just the backbone of our economy, but also the cornerstone of every great community. Learn about the full suite of services we offer to our small business owner clients.
WEALTH MANAGEMENT
The broadest and most in-depth form of planning. Creates a holistic view of all assets and liabilities to create a tailored and comprehensive financial plan for you, your family, or your business.
ASSET MANAGEMENT
We help you build wealth through tactical asset allocation by determining the allocation of assets that best suits your goals and needs. We deliver an asset allocation that intends to maximize return for your individual risk tolerance.
RETIREMENT PLANNING
Our Retirement Planning is intended to give you steady income during retirement in the most tax-efficient way possible. Utilizing dividends from your portfolio equities, we also seek capital appreciation in addition to steady dividend income.
PORTFOLIO MANAGEMENT
Our Portfolio Management has two functions: capital appreciation (growth) and steady income (dividends or bonds). Depending on your financial goals, time horizon, and expectations , we will deploy one of the two strategies or a unique blend of the two, in order to meet your investment goals.
FINANCIAL PLANNING
Understanding every aspect of your financial picture is crucial to your financial success. We use state-of-the-art financial planning tools that allow you to track spending, savings, investments, debts, etc. in real-time and it updates your probability of achieving your retirement goals daily.
Check Out Our Resource Center
Want to learn more about taxes, retirement planning, cash flows, investing and more? Then check out our resource center.
FEATURED IN
Meet
the
Founder
After working at Wall Street's largest and most elite wealth management firm with almost $2 Trillion (trillion with a T) Assets under Management, I realized how many investment firms enrich themselves at the expense of their clients. What spurred me to start my own investment firm was actually an incident in which a financial advisor took advantage of my mother's retirement account and picked investments based on what would give him the highest commissions. My mom's retirement account spent years not growing and she missed out on one of the greatest bull-markets in US history. That is why at Cullen Investment Group, we do not charge commissions, nor do we peddle/incentivize firm-specific insurance or investment products. We are strictly fee-based, since we do not work on commission, we are always on the same side of the table as you, providing advice that is in always in your best interests. Unlike other firms that have a minimum investment of $250,000, we do not have account minimums because we believe everyone deserves to have access to sound financial advice regardless of if you have $10 or $10 million. If you have money to invest we will help you invest it. While this business model may be harder, we believe it is the right thing to do. At Cullen Investment Group, we take our fiduciary Responsibility very seriously and we are passionate about helping you achieve your financial goals.
Founder & CEO
-Ryan G. Cullen
ABOUT US
Learn About what makes Cullen Investment Group different from our founder and CEO, Ryan Cullen.
FEE-ONLY
We do not work on commission. We are always on the same side of the table as you, providing advice that is in your best interests.
What Makes Us Different
FEE-ONLY
We do not work on commission. We are always on the same side of the table as you, providing advice that is in your best interests.
FIDUCIARY
We are a fiduciary, meaning we hold ourselves to the highest standard of client care. We are bound by law to only ever act in our client's best interests.
EMPLOYEE-OWNED
Employee ownership means we’re a truly independent firm and focused on the long term needs of our clients.
What Makes Us Different
Financial Coach and NY Times Best-selling Author of Rich Dad Poor Dad
Robert Kiyosaki
It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.
from the
QUOTES
Experts
Financial Coach and NY Times Best-selling Author of Rich Dad Poor Dad
Robert Kiyosaki
It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.
Mathematician, Theoretical Physicist, &
Nobel Prize Winner
Albert Einstein
Compound Interest is the eighth wonder of the World. He who understands, earns it... He who doesn't...pays it.
Billionaire CEO of Berkshire Hathaway and teacher of value investing
Warren Buffett
The stock market is a device for transferring money from the impatient to the patient.
So you obviously know the importance of investing and choosing the right financial professional. Let us show you what Cullen Investment Group can do for you. Contact us today for a FREE consultation and portfolio evaluation.
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