hanley investment group is a california-based registered investment advisor that provides portfolio management and financial advisory services. founded in 2007, the firm has over $1 billion in assets under management and focuses on constructing customized investment portfolios for individuals, families, foundations and institutions. hanley investment group utilizes fundamental analysis and a long-term investment philosophy to create diversified portfolios across various asset classes including stocks, bonds, real estate and alternatives.
experienced team with strong credentials
hanley investment group’s investment team has decades of combined experience in the financial services industry. many of the firm’s advisors hold advanced designations such as the chartered financial analyst (cfa) or certified financial planner (cfp) credentials, demonstrating their expertise.
focus on personalized portfolio management
unlike some firms that take a one-size-fits-all approach, hanley investment group works closely with each client to understand their unique objectives, risk tolerance and preferences. they then construct a customized portfolio strategy aligned with the client’s goals.
utilizes active management approach
hanley investment group employs an active management strategy based on in-depth research into individual securities, rather than simply tracking market indexes. their advisors continuously monitor portfolios and make tactical adjustments as market conditions change.
provides comprehensive wealth management
in addition to investment management, hanley investment group delivers a full range of wealth management services including retirement and estate planning, tax strategies, insurance solutions, education funding and more.
with its seasoned team, customized portfolios and comprehensive services, hanley investment group has established itself as a leading wealth and asset management firm in southern california.