Investment Management Since 1967
Halsey Associates, Inc.
234 Church Street, 10th Floor
New Haven, CT 06510
ph: (203) 772-0740
fax: (203) 772-1433
Each client is given the same personalized service, time-tested portfolio management, and expert counsel.
Privately owned.
Our partners' long-term commitment to delivering superior 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 are free of conflicts and 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 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: 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.
For over 40 years, our only business has been that of preserving and enhancing our clients' wealth.
Officers

James S. Zoldy, Jr., CFA
Chairman
Graduate of the University of Connecticut; previously Second Vice President, Portfolio Manager of The Chase Manhattan Bank of Connecticut. Mr. Zoldy is a Chartered Financial Analyst and a member of the Hartford Society of Financial Analysts.

Kenneth J. Julian
President
Graduate of Boston College and MBA from the University of Hartford; previously Vice President and Regional Director of Investments of The Bank of Boston.

Thomas Beirne III, CFP®
Vice President
Graduate of Fairfield University and honors graduate of the National School of Banking; previously Vice President, Director, Fiduciary Services at People’s United Bank Wealth Management & Trust. Mr. Beirne is a member of the Connecticut Tax and Estate Planning Council and a Certified Financial Planner™.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Halsey Associates, Inc.
234 Church Street, 10th Floor
New Haven, CT 06510
ph: (203) 772-0740
fax: (203) 772-1433