As part of the broad range of investment banking services Houlihan Smith specializes in providing portfolio valuations, analysis of Auction Rate Securities, fairness opinions and solvency opinions. The company was founded in 1996, by Richard Houlihan, CPA/ABV and Andrew Smith, CPA/ABV. Houlihan Smith is also a FINRA member and a registered broker-dealer. Although the company offers many services, investment portfolio valuation is a special service that addresses the clients’ needs to better manage their portfolio investments, in the most effective way possible.

Houlihan Smith will select appropriate valuation methodologies to address the unique circumstances of different markets. Houlihan Smith also prepares substantial research to validate its own interpretation of risk factors.