A Conservative Approach to Asset Management

 

At Hurley Capital, we use a value-oriented approach to select out-of-favor companies with solid fundamentals and attractive valuations. These companies often provide high dividends relative to the market. We find our investments by using proprietary screening techniques and by focusing on undervalued sectors that are poised to accelerate.

 

The Hurley Capital investment process focuses first on assessing risk, followed by measurement of upside opportunity. Our value-oriented approach targets capital preservation while maintaining growth potential. Client portfolios will be customized to meet financial objectives and invested in a mix of domestic and international stocks, bonds and cash-equivalent assets.

 

We share your fundamental belief in preserving and growing wealth. We have our personal money invested using the same disciplines and strategies.

Personal Service that is Ongoing and Consultative

 

Prospective clients meet with a principal of Hurley Capital before opening an account to determine financial objectives and assess risk tolerance. We then design an investment policy statement specific to their individual needs and implement personal investment strategies built to meet client goals.

 

As client investment constraints and priorities change over time, we work to address these needs while responding to the ever-changing market environment.

 

In addition to annual portfolio reviews, clients of Hurley Capital receive periodic updates, proactive advice and open access to their asset manager throughout the year. Client accounts are internet-accessible. At Hurley Capital, client confidentiality, attention to detail, and personal service are core values.