Business Details
30 Years
experience
Your Trusted Partner for Financial Advisory Solutions
Hayes Asset Management has been delivering value-driven investment advisory services since 1996, guided by a disciplined bottom-up approach rooted in fundamental value investing. Our philosophy prioritizes intrinsic value over market trends, leveraging rigorous analysis of financial metrics, management quality, and competitive positioning to identify undervalued opportunities. We protect client principal through meticulous risk assessment while maintaining a long-term focus on superior performance. Our personalized service combines tailored portfolio strategies with transparent communication, ensuring alignment with individual financial goals. Backed by SEC registration and decades of experience, we provide clients across New York and the U.S. with data-driven insights and a commitment to ethical stewardship.Our decision-making process integrates daily market reviews, SEC filings analysis, and direct company engagement to validate investment theses. We emphasize margin of safety through conservative valuations and maintain flexibility to adapt portfolios as market conditions evolve. Client relationships are built on four pillars: focused methodology, principal protection, personalized service, and performance excellence. Quarterly newsletters further enhance client education by distilling complex market dynamics into actionable insights.
Services
Investment Advisory
Value Investing Strategy
Portfolio Management
Retirement Planning
Risk Management
Details
- Year established: 1996
Highlights and features
- We implement a disciplined value investing methodology established since 1996
- Our process protects principal through rigorous fundamental analysis
- We provide personalized portfolio strategies tailored to individual goals
- Our team maintains SEC-registered compliance and ethical stewardship standards
- We combine decades of experience with continuous market research and adaptation
Associations and certifications
- Securities and Exchange Commission (SEC)
Services
Investment Advisory
Our investment advisory service provides customized guidance based on individual financial goals and risk tolerance. We employ fundamental analysis to create diversified portfolios focused on long-term value. Clients receive ongoing portfolio monitoring and strategic adjustments aligned with evolving market conditions and personal circumstances.
Value Investing Strategy
This strategy identifies undervalued securities through rigorous examination of financial metrics including price/book ratios, debt levels, and insider transactions. We focus on companies with strong fundamentals trading below intrinsic value, maintaining positions until target valuations are achieved or business fundamentals change.
Portfolio Management
Comprehensive portfolio management services include asset allocation, risk assessment, and performance tracking. We implement disciplined rebalancing strategies while maintaining focus on principal protection. Regular client reviews ensure alignment with evolving financial objectives and market dynamics.
Retirement Planning
Our retirement planning service integrates investment strategies with long-term financial goals. We develop customized plans considering income needs, tax implications, and risk management. Ongoing adjustments ensure portfolios remain positioned to support clients' retirement timelines and lifestyle objectives.
Risk Management
Risk management focuses on preserving capital through conservative valuations and diversified positioning. We employ margin-of-safety principles to mitigate market volatility while maintaining growth potential. Regular stress testing and scenario analysis help ensure portfolios withstand economic uncertainties.
Questions
What investment approach does Hayes Asset Management use?
We employ a bottom-up value investing strategy focusing on securities trading below intrinsic value, using fundamental analysis of financial metrics and business fundamentals.
How does the firm protect client principal?
We prioritize principal protection through conservative valuations, margin-of-safety analysis, and diversified portfolio construction based on rigorous risk assessment.
What services are offered to individual clients?
We provide personalized investment advisory services including portfolio management, retirement planning, and risk management tailored to individual financial goals.
How are investment decisions made?
Decisions follow a structured process: database screening, SEC filings review, company analysis, and valuation assessment before establishing positions at target prices.
What is the firm's track record?
With experience since 1996, we've delivered long-term performance through disciplined value investing, maintaining focus on client objectives and market fundamentals.
