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Our Approach

The Hale Investment Group has built a reputation for protecting and growing wealth, at the foundation of our practice is solid portfolio construction. Your financial wellness starts and ends with tried-and-true portfolio management techniques and sound investment practices.

  • Long-term approach focused on the 5- and 10-year investment picture.
  • Focused on fundamentals, predictable cash flow growth, and strong responsible corporate balance sheets.
  • Strict portfolio diversification by company, sector, geography, and currency.
  • Proactive risk management, adjusting investments to try to avoid potential problems in markets before they happen and preserve capital.