Ralph W. Halsey, Jr. founded the firm in 1967 after serving as the Chief Investment Officer of the Yale University Endowment Fund.
Mr. Halsey's vision was to offer this same disciplined and customized investment management to individuals, corporate retirement plans, and charitable organizations.
While our origin and roots are in the New Haven, Connecticut community, over the last 40 plus years, our reputation has spread. Today, while still a local organization, we serve the needs of our clients located around the globe.
Halsey Associates, Inc. has grown consistently and methodically. We currently oversee approximately $740 million* of client assets.
We understand that your complex needs require sophisticated solutions. We will develop and manage an integrated and customized portfolio that considers multiple aspects of your life.
Providing disciplined, time-tested investment advice for investors since 1967.
*Halsey Associates, Inc. is a registered investment advisor under the Investment Advisors Act of 1940. We are regulated by the Securities & Exchange Commission(SEC). Assets under management, along with other pertinent firm information, is disclosed in the firm's annual filing of SEC Form ADV. This form is available on www.sec.gov or by contacting our office. Please be advised that by selecting the above link(s): (1) you are leaving our site (2) we have not verified the accuracy of the linked website(s) and (3) we are not responsible for the content of the linked website(s).
