A complete list of active advisors currently associated with Hendley & Co. Inc.
Warmer can help you find a great advisor at Hendley & Co. Inc. or one who fits your needs even better.
The firm provides discretionary portfolio management to individuals, high net worth clients, and institutional accounts such as corporate pension plans, foundations, and trusts. It constructs individualized portfolios that typically include individual equities, fixed income securities, and mutual funds based on client interviews to assess risk tolerance and investment objectives. Investment decisions are driven by fundamental, valuation-based analysis using company filings and outside research services, with a mix of long-term holdings and occasional short-term trading when conditions warrant. The firm calculates account and composite performance, delivers quarterly written reports, and makes account reporting accessible online. Compared with peers, the firm operates with a small advisory team (two advisors) while managing roughly $438 million in discretionary assets — more than $200 million per advisor, which is uncommon for similarly supported firms. It maintains an institutional custody relationship that supplies research and operational services and requires portfolio managers to complete the CFA program, reflecting a small-team practice with institutional-level reporting and compliance processes.
To learn more about the advisors currently working at Hendley & Co. 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.
Name |
Location |
Years of experience |
|---|---|---|
Zanesville, OH
| 27
| |
Zanesville, OH
| 19
|
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