Cullen Investment Group

Overview

Established in 1986, Cullen Investment Group is a private investment firm headquartered in Lafayette, Louisiana. The firm provides personalized investment management and advisory services to individuals, including high-net-worth clients, as well as charitable organizations and pension/profit-sharing plans. Cullen Investment Group manages nearly $800 million in assets and employs a small team of professionals. The firm is focused on serving clients in the local and regional community with a mix of experienced investment advisers and brokers. Cullen Investment Group offers a comprehensive suite of services, including investment advisory, financial planning, and retirement plan services. Their investment approach emphasizes diversification across major asset classes and sectors, with holdings in large-cap equities such as Apple, Microsoft, and Walmart. The firm serves mainly individuals and high-net-worth clients, tailoring portfolios to client needs and using a long-term, value-oriented philosophy. Asset allocations typically reflect risk tolerance, income needs, and growth objectives, favoring high-quality, liquid securities and prudent risk management. The firm's investment strategy is designed to increase the probability that clients' goals will be realized. Rates of return are imperative, but so is capital preservation. Taxes, inflation, and expenses are also considered to ensure that the real rate of return provides the growth and income required. As an independent Registered Investment Advisor, Cullen Investment Group provides fee-based money management services to qualified investors. Individual stocks, bonds, and mutual funds are carefully selected to create a portfolio suitable for each client’s objectives. These portfolios are monitored for performance, and periodic reviews are prepared to ensure that client objectives are realized. Other investment management services include management of portfolios for pension plans, profit-sharing plans, individual and corporate accounts, professional associations, and other institutions.

Investment Focus

• Accredited investor status required
• Long-term investment horizon preferred
• Diversified portfolio approach emphasized
• Active participation in investment decisions encouraged
• Regular portfolio reviews and updates provided
• Compliance with all applicable securities regulations expected
• Adherence to Cullen Investment Group's investment philosophy and strategies necessary
• Understanding of investment risks and potential returns required
• Commitment to maintaining confidentiality and privacy of investment information essential

Portfolio Companies