Halyard Financial, LLC

Overview

Halyard Financial, LLC is an independent registered investment adviser run as an individually owned LLC that serves both individual and institutional clients. The firm’s advisory work centers on financial planning and portfolio management for individuals and small businesses. Fee arrangements are flexible: they charge a percentage of assets under management and also use hourly and fixed-fee structures for planning or project work. On the investment side Halyard leans toward fund-based solutions rather than concentrated, direct-stock strategies. The firm is not identified as an active ESG investor, does not advertise multi-state adviser status, and does not operate as a capital allocator in the sense of running its own private-investment programs. Manager selection and allocation decisions appear oriented toward third-party mutual fund sleeves and separately managed account structures for core portfolio exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices