HAYSLEY FINANCIAL SERVICES, INC.

Overview

Haysley Financial Services, Inc. is an independent, privately owned registered investment adviser that focuses on serving individual and family clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and the selection of other advisers when clients need access to specialized managers. Fee arrangements are flexible and include percentage-of-AUM, hourly, and fixed-fee options. Investment activity is centered on publicly traded equities, with a clear preference for exchange-traded securities backed by separately managed accounts. The firm also acts as a capital allocator for clients, placing assets into third-party strategies when appropriate — most notably hedge funds and real estate vehicles. Haysley is not positioned as an ESG-driven or multi‑state adviser; its model appears aimed at delivering customized, equity-centric portfolios with selective use of alternatives and mutual funds.

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Public Holdings

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Location & Offices