Investing for the Long Run
"Investing, like competitive running, is a disciplined process that does not always give you immediate gains. If you stay focused on long term objectives and maintain your process, success in both is possible.” -Fran Hoey
Registered Investment Advisor
Francis J. Hoey
Financial Advisor, CFP, CIMA
Fran Hoey, a former VP and client executive at Merrill Lynch, has over 15 years of success in financial advising, financial planning, asset development and capital markets. He founded Hoey Investments in 2007 to extend a higher level of service and flexibility in serving his clients without corporate influence.
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A Unique Strategy to Building Wealth
With the increase of globalization, capital markets will continue to be volatile, which warrants constant stewardship and review of your financial plans, goals and investments. The Hoey Investments approach centers on:
- Constant monitoring of the macroeconomic landscape
- Continuous rebalancing of your portfolio
- Applying risk aversion tactics during periods of volatility
Your financial plan starts with an understanding of your lifelong goals. We depend on an honest working relationship so that we can deliver a highly customized financial plan with a personalized level of service.
Because rebalancing and risk aversion require a high level of individualized service, Hoey Investments works with a limited number of clients.
