About Us

           As a registered investment advisor since 1977, Hendley & Company has had a paramount objective of providing objective investment advice to our clients. While we take a holistic look at a client’s financial position, our focus is on building high-quality investment portfolios that can stand the test of market cycles. We are an independent, fee-based investment advisor with a strong sense of fiduciary duty to our clients.

           Our clients include individuals, corporations and charitable endowments, and we believe that each client has unique needs. We often work with our client’s tax and legal counsel to understand those needs, but we do not provide professional tax and legal advice. We design an investment strategy in line with each client’s goals and preferences and incorporate cash flow needs, tax considerations, risk tolerance and time horizon in that strategy.

Our Approach

Long-term client relationships for long-term success

           We believe that long-term investment success in creating wealth for our clients comes from investing in high-quality common stocks over market cycles. Since short-term market results are not predictable, we work with our clients to maintain the patience and discipline of equity ownership during unsettling events.

            For our actively managed accounts, we believe that a diversified investment portfolio comprised of individual securities gives our clients an understandable strategy, the opportunity for tax efficiency and a certain ability to control investment risk through selection and asset allocation. In the short run, investment risk may be reflected in price volatility, but in the long run, it can be reflected in an erosion of buying power. We measure investment opportunity against investment risk.

            As a fee-based advisor, our incentive is to grow our clients’ assets over time.  By continuously communicating with our clients, we seek to evaluate how their needs change over the years and we adjust our strategy accordingly.

Our Services

           Our advisory agreements give us discretionary authority to manage assets commensurate with the client’s investment objective. Assets are on deposit with an independent custodian who also reports to the client. Hendley & Company provides complete reporting with tax information, transaction information and historical performance results.

Our Team

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