Halcyon Investment Advisor

Overview

Halcyon Investment Advisor is an independent, limited liability RIA that serves individual and family clients with a mix of financial planning, discretionary portfolio management for individuals and small businesses, and educational seminars. The firm runs a strongly equity-oriented program, favoring exchange-traded securities for core exposure while supplementing portfolios with mutual funds and annuities where appropriate. Its business model supports multiple fee arrangements — percentage-of-AUM, hourly, fixed-fee and performance-based — which allows the firm to tailor compensation to client needs and to accommodate alternative strategies that carry incentive fees. Halcyon is not positioned as an ESG-focused manager and operates from a single-state footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices