Hurley Capital offers customized portfolios suited to the risk profiles of individual clients. Clients may direct their portfolio to be invested in stocks/bonds, exchange-traded funds (ETFs), or mutual funds.

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.

Account Size

Minimum account size is $250,000. Prospective clients with lower investment base may receive asset management consultation subject to an hourly fee.

Expenses

Hurley Capital charges accounts a fee based on percentage of assets on a quarterly basis. Fees are 1.5% on an annualized basis. Accredited investors (clients with net worth above $1,500,000) may choose an alternative fee structure where fees start at 1% on an annualized basis plus a 10% performance fee on capital appreciation during the year.