Privately owned.  

Our partners' long-term commitment to delivering solid investment management through hands on, direct decision making promotes organizational and staff stability. 

Aligned with your interests. 

The long term success of our firm is directly tied to the  growth of our clients' assets.  

Objectivity. 

As an independent investment  firm, our partners focus only on doing what is in the best interest of the client.

Solid investment results. 

Our Balanced Account Composite has achieved a record of long term outperformance relative to market benchmarks.

We believe significant value is delivered through active management. 

Although we recognize that certain sectors of the financial markets tend to be efficient over time, we have found it is possible to gain an advantage through disciplined security selection and portfolio construction. 

We seek to add value by actively targeting specific investment themes while avoiding those areas with lower expected growth.

Our emphasis on acquiring investments at a reasonable price guides our security selection, providing further advantage relative to an unmanaged basket of securities.

We routinely partner with an independent custodian who offers a low cost and convenient option for clients without an existing custodial relationship. We handle all of the details of the account opening and security transfer process.

We work closely with our clients' other trusted advisors, such as accountants, attorneys and, in the case of  fiduciary relationships, Trustees or Executors. 

Our clients enjoy the convenience and security of having a team of two portfolio managers and an administrative specialist assigned to their relationship. 

Frequency of Reporting:  

Statements are provided monthly by the custodian.  Clients can also view their investments on-line at their convenience.  In addition, we provide a custom, detailed quarterly portfolio discussion, performance analysis and the latest edition of the:  Halsey Associates Economic & Monetary Review 



Tax Reporting:

Enhanced year-end tax information, including gain and loss reporting, is provided.

Portfolio Manager Contact: 

Our clients have direct access to and interaction with their portfolio manager through telephone, e-mail and in-person meetings.