A complete list of active advisors currently associated with Halieus Investment Advisors

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

Halieus Investment Advisors is a small, state‑registered independent advisory firm that provides discretionary portfolio management, financial planning, and consulting to individuals, trusts, corporations, pension plans and charitable organizations. The firm also offers specialized services on request, including institutional investment consulting and active trading management for clients who seek a higher‑frequency approach. The firm emphasizes customized portfolios built primarily through individual equities and bonds to pursue tax efficiency and to avoid layering of fees found in pooled vehicles. Its investment process combines fundamental, technical and macroeconomic analysis with asset allocation disciplines; it also treats volatility as a distinct asset class and may use volatility‑oriented ETFs in limited positions while generally holding bonds to maturity to limit turnover. What distinguishes the firm from many solo independent advisers is an explicit affiliation with a separate tax/accounting practice: the principal is a licensed CPA who operates an accounting firm that specializes in taxation and currently accounts for a portion of the firm’s professional time, and some investment clients also use the tax practice. The firm also publishes and charges for educational classes and workshops for private investors, traders, advisors and institutions — a service offering that is relatively uncommon among peers of this size.

To learn more about the advisors currently working at Halieus Investment Advisors, 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.