Client Services
Hayes Asset Management focuses on equity, balanced and fixed income investment management for individual clients, corporations, estates and trusts, endowments, foundations and employee retirement plans. Our goal is to customize an investment plan to meet the needs of each individual client to ensure their financial success.
Providing superior investment results is not enough. Every client must feel that their business is truly valued, and that the team at Hayes Asset Management will work hard for them. It is important for clients to know:
We encourage frequent communication in the interest of building a strong client relationship:
*The IPS is created during each client's initial portfolio review and includes the following specific guidelines for determining our client's objectives: composite choice, asset allocation guidelines, investment guidelines and cash flow requirements.
Hayes Asset Management focuses on equity, balanced and fixed income investment management for individual clients, corporations, estates and trusts, endowments, foundations and employee retirement plans. Our goal is to customize an investment plan to meet the needs of each individual client to ensure their financial success.
Providing superior investment results is not enough. Every client must feel that their business is truly valued, and that the team at Hayes Asset Management will work hard for them. It is important for clients to know:
We encourage frequent communication in the interest of building a strong client relationship:
*The IPS is created during each client's initial portfolio review and includes the following specific guidelines for determining our client's objectives: composite choice, asset allocation guidelines, investment guidelines and cash flow requirements.
Copyright © 2005 by Hayes Asset Management, LLC · All Rights reserved · E-Mail: lfarmer@hayesassetmgt.com
| ¡ | We work closely with each client to create a written "Investment Policy Statement" that fosters a uniform understanding of expectations and how Hayes Asset Management can meet those expectations.* |
| ¡ | We reconcile statements with custodian records. |
| ¡ | We have no conflict of interest or proprietary products. Our only business is to manage our clients assets in the best interest of the client. |
| ¡ | We provide quarterly account statements. |
| ¡ | We meet with clients on a quarterly basis, but are available at anytime for reviews. |
| ¡ | We publish periodic investment updates. |