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Cullen Investment Group was started after Ryan Cullen departed from Morgan Stanley Wealth Management, one of the largest and most "prestigious" investment firms on Wall Street. He had two choices- go work for another investment firm that charges more fees and commissions to clients, give impersonal and generalized advice, and only recommend products and services to clients that line the pockets of the firm at the expense of clients OR he could start his own investment advisory firm and do things the right way. He chose the latter and that very same day founded Cullen Investment Group. 

Cullen Investment Group is a full-service independent, registered investment advisory firm headquartered in Cincinnati, OH. Why is it important that we are an independent investment advisory firm? Well for one, unlike other investment firms that act as broker-dealers or that are affiliates of large insurance companies, we act in a fiduciary capacity - meaning we hold ourselves to the highest standard of care, because we only act in your best interests. In addition, unlike these other firms, we will never charge you a commission nor will we ever peddle firm-specific investment or insurance products. In fact, we do not offer firm specific investment or insurance products at all because each client has a unique situation with very different wants and needs. How can a firm meet your needs and goals if they don't have a portfolio and/or financial plan that is tailored specifically for you?

At Cullen Investment Group, we don't just offer impersonal financial advice and portfolio management, we strive to have an intimate, and deeply personal client relationship so that we can understand your wants, your needs, and your expectations and then exceed them. The relationship doesn't end at just your portfolio, we want to be your go-to resource for any advice you need or questions you have. If we can help you, we will, if it is outside our area of expertise then we will consult with other experts. Our wealth management, asset management, retirement planning and portfolio management, while all slightly different are included services in your asset-based fee that we charge. We won't nickle and dime you either, rather we believe in charging low fees while delivering  outstanding value and service to our clients.

Cullen Investment Group was founded on a few basic principles- that we give honest, trustworthy investment advice, that we never charge commissions nor do we peddle or incentivize firm-specific products or services, that we charge lower fees while delivering exceptional service, that we have the utmost transparency in the way we do business, and that we always act in the highest fiduciary capacity, so that we will always do what is in our client's best interests. 

You only have one life, so let us help you get the most out of it.

Our Story

Our Story

Cullen Investment Group was started after Ryan Cullen departed from Morgan Stanley Wealth Management, one of the largest and most "prestigious" investment firms on Wall Street. He had two choices- go work for another investment firm that charges more fees and commissions to clients, give impersonal and generalized advice, and only recommend products and services to clients that line the pockets of the firm at the expense of clients OR he could start his own investment advisory firm and do things the right way. He chose the latter and that very same day founded Cullen Investment Group. 

Cullen Investment Group is a full-service independent, registered investment advisory firm headquartered in Cincinnati, OH. Why is it important that we are an independent investment advisory firm? Well for one, unlike other investment firms that act as broker-dealers or that are affiliates of large insurance companies, we act in a fiduciary capacity - meaning we hold ourselves to the highest standard of care, because we only act in your best interests. In addition, unlike these other firms, we will never charge you a commission nor will we ever peddle firm-specific investment or insurance products. In fact, we do not offer firm specific investment or insurance products at all because each client has a unique situation with very different wants and needs. How can a firm meet your needs and goals if they don't have a portfolio and/or financial plan that is tailored specifically for you?

At Cullen Investment Group, we don't just offer impersonal financial advice and portfolio management, we strive to have an intimate, and deeply personal client relationship so that we can understand your wants, your needs, and your expectations and then exceed them. The relationship doesn't end at just your portfolio, we want to be your go-to resource for any advice you need or questions you have. If we can help you, we will, if it is outside our area of expertise then we will consult with other experts. Our wealth management, asset management, retirement planning and portfolio management, while all slightly different are included services in your asset-based fee that we charge. We won't nickle and dime you either, rather we believe in charging low fees while delivering  outstanding value and service to our clients.

Cullen Investment Group was founded on a few basic principles- that we give honest, trustworthy investment advice, that we never charge commissions nor do we peddle or incentivize firm-specific products or services, that we charge lower fees while delivering exceptional service, that we have the utmost transparency in the way we do business, and that we always act in the highest fiduciary capacity, so that we will always do what is in our clients' best interests. 

You only have one life, so let us help you get the most out of it.

Learn more about our Community Involvement.

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.

What Makes Us Different

FEE-ONLY
FIDUCIARY
EMPLOYEE-OWNED

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