Cullinan Associates, Inc. (Our Company)

Cullinan Associates is a team of financial professionals who provide the investment expertise you seek and the personal service you deserve. R. Keith Cullinan, Royden K. Cullinan and Brian L. Cullinan founded Cullinan Associates in 1990 with the goal of creating an investment management firm that combines specialized investment advice with exemplary client service. Bringing together their experience in banking and trust, wealth management, securities law and estate planning, the result is a firm that melds modern technology with traditional ideals of service and integrity.

Investment Experience
Our senior management has more than 130 years combined financial services>experience.

Professional Designations include:

	Chartered Financial Analyst (CFA)
	Certified Public Accountant (CPA)
	NASD Series 4 Registered Options Principal
	NASD Series 7 General Securities Representative
	NASD Series 24 General Securities Principal
	NASD Series 27 Financial and Operations Principal

Accessible – Portfolio Managers communicate with clients and brokers
Committed – One principal is dedicated to broker marketing support
Responsive – One principal is dedicated to client service functions
Personalized – All accounts are individually managed

	Online order entry and trade confirmation
	Proprietary stock/option database and portfolio management software
	State-of-the-art portfolio accounting system
	Full-time information technology manager


	© Copyright Cullinan Associates, Inc.		1406 Browns Lane, Louisville, KY 40207 \| 502.893.0300 \| 800.611.4841 \| 502.893.0325 Fax info@cullinan.com \| Terms & Conditions \| Home