A complete list of active advisors currently associated with The Healy Group LLC

Warmer can help you find a great advisor at The Healy Group LLC or one who fits your needs even better.

The firm provides individual portfolio management and continuous investment advice to private clients, including high-net-worth individuals, as well as pension plans, trusts, estates and charitable organizations. It manages accounts on both a discretionary and non-discretionary basis and does not participate in wrap-fee programs. The firm’s investment process combines fundamental and technical (charting) analysis with mutual fund and ETF evaluation, and employs a range of strategies from long-term buy-and-hold to shorter-term trading. It also uses option strategies—including covered calls and spreading techniques—for hedging and speculative purposes, which can result in more active trading and attendant transaction and tax considerations. Operating as a long-established, state-registered advisory practice with a very small advisory team, the firm’s client relationships are highly concentrated and overseen directly by senior management. It maintains a written Code of Ethics, reports no disciplinary history, and leaves proxy voting responsibility with clients rather than voting securities on their behalf.

To learn more about the advisors currently working at The Healy Group LLC, 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.