Personal
If you’re responsible for assets, whether personal, institutional or corporate, chances are that you’re faced with the challenge of juggling multiple portfolios and making complex decisions in a rapidly changing economy. We know performance is key – it’s why you hire us. But performance is more than just numbers.
At Foley/Connelly, we take a comprehensive approach that combines our experience, service and discipline with an enthusiasm and confidence that allows us to provide our clients with Asset Management services. You can count on us to provide the independent advice, personalized strategies and systems that can help you make the appropriate decisions – for you.
Foley/Connelly provides a variety of Asset Management Services, including:
- Professional Money Management Programs
- Mutual Funds
- Stocks
- Bonds
- Variable and Fixed Annuities
Contact our advisors for assistance in developing asset management solutions focused on your individual needs and goals.