Investments

Our investment strategy begins with a careful understanding of your financial goals and objectives and an assessment of your risk tolerance.

We then design an investment strategy for you that will involve a diversified mix of different types of investments.

We continually monitor the best professional investment managers in the market place and put the leader in each category to work for you. We then monitor the performance of each manager against their peers and make changes as necessary. Our only loyalty is to you, our client — not to any product or manager — and we will make adjustments when it is deemed beneficial to you.

We provide fee-based asset management and planning for individuals, trusts and foundations. Hayes Financial Advisors offers a unique combination of experience, expertise and exceptional service — with a kind and caring touch.