Hurley Capital, founded in 2003, is an independent financial planning and investment management firm. We help affluent individuals, families and business owners understand their current financial status and plan for their future. A client’s personal goals and attributes along with this financial knowledge form the basis of a customized plan and investment objectives. We specialize in working with business owners contemplating a sale to maximize sale proceeds, minimize taxation, plan for retirement, and create a legacy.
Hurley Capital provides multiple investment management solutions including conservative equity and fixed income based portfolios and ETF/mutual fund-based asset-allocation models. In our stock-based portfolios, we use a fundamental sector-based approach to identify conservative value-oriented opportunities in publicly-traded securities. Our principal objective is to provide superior risk-adjusted returns. Our ETF/fund-based asset-allocation models use the benefit of a fixed allocation among asset classes to modulate risk exposures, enforce diversification and manage costs.
Our founder, Chuck Goldblum is personally invested alongside clients in these strategies demonstrating full alignment and dedication to client success.
In these ever-changing times, the need for a robust financial plan and steady advice is paramount. The Hurley Capital financial planning process helps ensure each client has a clear picture of where they are starting, where they want to be, and an individualized plan to achieve their goals.