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HAILY Investments |
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HAILY Investments is a Registered
Investment Advisor with Securities and Exchange Commission
(SEC) since 1993. Estate Planning. Haily Investments provides estate planning services to meet the needs of the client and his or her family, and preserve and protect the estate from unnecessary taxes and costs. Financial Consulting. Haily Investments provides financial consulting services to individuals and businesses. Compensation for all services is through hourly fees or set charges under a written Financial Consulting Agreement. Initial office consultation is free. All fees are fully disclosed, and very competitive. Investment Advising. As a Registered Investment Advisor, Haily Investments provides advice for investment events as well as management of client's assets. Each client will be recommended an unique investment strategy for his/her portfolio. Each client's portfolio will be tuned for optimum performance based on their long-term strategy.
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