A complete list of active advisors currently associated with Beale Healy Investment Advisors Inc

Warmer can help you find a great advisor at Beale Healy Investment Advisors Inc or one who fits your needs even better.

Beale Healy Investment Advisors, Inc. advises individual investors, including high‑net‑worth clients, offering discretionary and non‑discretionary portfolio management primarily in individual securities alongside comprehensive and modular financial planning services. The firm manages approximately $103 million for a small client base of about 43 households and operates with a two‑person advisory team. BHIA’s investment process combines fundamental, technical and quantitative analysis and is implemented through long‑ and short‑term purchases, trading, option strategies and the use of margin or borrowing in separately managed accounts. Investment decisions are made by portfolio managers within a small investment committee that meets weekly and the firm also services legacy Vision2020 platform accounts and manages variable annuity sub‑accounts using program tools while the annuities remain held at the sponsor. Compared with peers, BHIA’s documented use of borrowing in separately managed accounts is a relatively uncommon practice among supported firms and is explicitly disclosed as part of its strategy set. The principals are also registered representatives of a broker‑dealer and licensed insurance agents, a disclosed affiliation that can give rise to commission‑based conflicts; the firm generally recommends Charles Schwab custody and does not vote client proxies.

To learn more about the advisors currently working at Beale Healy Investment Advisors Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.