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.