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Hoey Investments

Private Investment Firm Pennsylvania, United States

Overview

Hoey Investments, Inc. is an independent registered investment advisor based in Coatesville, Pennsylvania. Founded in 2008, the firm offers personalized financial planning, wealth management, and retirement planning services, emphasizing a disciplined investment approach focused on long-term growth. Their strategy includes constant monitoring of macroeconomic conditions, continuous portfolio rebalancing, and applying risk aversion tactics during periods of market volatility. Hoey Investments is committed to fostering honest working relationships to deliver highly customized financial plans that align with clients' lifelong objectives. The firm's investment portfolio includes holdings in various sectors, such as retail, technology, healthcare, and financial services, with investment sizes ranging from $1 million to $50 million. Hoey Investments is registered with the U.S. Securities and Exchange Commission and adheres to a fiduciary responsibility to act in clients' best interests, as outlined in their Code of Ethics.

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Frequently asked questions about Hoey Investments

What sectors does Hoey Investments invest in?

Hoey Investments invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Pennsylvania, United States. Hoey Investments is listed as a private investment firm in the ConnectSafely investor database.