“Now they can put their toes in the water,” said Tyler, vice president and financial adviser at Houston-based Hulburd/Tyler Group, a wealth management practice under the private banking and investment group at Merrill Lynch.

1. The Tyler Group

2. http://www.bizjournals.com/houston/print-edition/2012/06/1

3. For financial
adviser
John Tyler, the
past two to three
years have
brought a slow
return to
normalcy.

4. As the recession unfolded, discussions
about whether the financial system
will collapse are largely behind Tyler
who says his clients can now afford to
think much more rationally, take risk
and expect returns. But the investors
went through a long, trying mental
process to get there, he said.

5. “Now they can put their toes in
the water,” said Tyler, vice
president and financial adviser at
Houston-based Hulburd/Tyler
Group, a wealth management
practice under the private
banking and investment group at
Merrill Lynch.

6. “That might come in the form of
some high-quality fixed income,
some high-quality municipal bonds.
We’re now to the point where
they’re starting to think about high
quality equities that are going to
pay them in dividend.”

7. Tyler, a 7-year veteran of the
financial advisory business, joined
Merrill Lynch three years ago when
he partnered withJim Hulburd to
form the Hulburd/Tyler Group in
November 2009. The wealth
managers average 23 clients each
and manage between $25 million
and $50 million per client.

8. The Hulburd/Tyler Group typically has two
categories of clients, energy or technology
executives and business owners, Tyler said. For C-
suite executives, the group can deal with
concentrated stock issues, help them create
liquidity and perform other wealth advisory
functions. For closely held businesses, the duo
helps them through a process to understand
whether they can sell their business or walks them
through a process that teaches them what it means
to run the business with longer-term investment
goals in mind.

9. “Our experience in planning
and executing things is as good
as anyone in the industry,” he
said.