BUCKLEY FINANCIAL GROUP

Overview

Buckley Financial Group is an independent registered investment adviser operating as a corporation and serving individual and family clients. The firm combines financial planning with discretionary portfolio management for individuals and small businesses, and its advisors also maintain registered representative relationships with a broker-dealer. Fee arrangements include a percentage of assets under management plus hourly and fixed-fee engagements, allowing for both ongoing advisory relationships and project-based planning work. Investment activity is concentrated on equities delivered primarily through exchange-traded vehicles, but the firm supplements core equity exposure with third-party alternative managers. The firm does not identify as an active ESG investor. Portfolio construction appears to favor liquid, exchange-traded instruments for core allocations while using private placements, hedge funds, and real estate vehicles to add diversification and alternative return streams where suitable for a client’s risk profile.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices