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Hoey Investments, Inc. is an independent registered investment advisor founded in 2007 by Fran Hoey, a former Vice President and Client Executive with Merrill Lynch.
Our independent status enables us to recommend and implement investment recommendations and extend more flexible services without the influence of a big corporation. In other words, we work for you and not shareholders whose only concern is corporate profits.
As a registered investment advisor, we have a fiduciary duty to act in your best interest and in accordance with our written Code of Ethics.
Combine independent and registered investment advisor and you have us—a team designed to serve and care for our clients, helping them to build financial wealth and use it to create the life they envision for themselves. Furthermore, we have over 15 years of experience helping clients set goals, providing financial advice, creating and managing investment portfolios, and connecting clients strategic resources to achieve their personal goals.
Maximize your current investments and explore opportunities that will help you reach your financial goals. Hoey Investments will review your current portfolio and give advice to help optimize performance on a risk return basis.
With unemployment rates rising in a soft job market, people are being forced to take their retirement earlier than planned. It's important not to be caught off guard. Planning for your retirement will give you peace of mind today, and greater freedom in the future. We will review your retirement accounts and savings to help you reach your goals.
Whether saving for your children's or grandchildren's education or provisioning for your estate, planning your financial future takes commitment and a vision for the future. Hoey Investments can advise you on college planning, estate planning and how to take advantage of an employer's profit sharing program.
With the advances of modern medicine, people are living longer. Plan for the financial security of your family and loved ones with the appropriate life insurance coverage. Hoey Investments can help you select and put in your best, most cost effective options.
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.
View your entire financial picture, organize your financial information, and plan for the future. Some of the services incorporated into your portal include: Goal planning, Retirement planning, Insurance Needs, Cash Flow Analysis, Detailed Cash Flow, Asset Allocation Plan, Estate Analysis.
(p) 610.738.4280 (p) 877.678.9547 (f) 610.738.4290