Welcome! - Beale Healy Investment Advisors - Financial Planners, Investment Advisors, Portfolio Managers located in Richmond VA

<body topmargin="0" leftmargin="0" bgcolor="#FFFFFF" text="#000000"> <div align="left"><table border="0" width="475" cellspacing="5" cellpadding="5" height="1397"> <tr> <td width="355" valign="top"><p align="center"><img src="bin/hlogo2.gif" alt="Beale Healy Investment Advisors" WIDTH="117" HEIGHT="197"></p> <p align="center"><b><font face="Times New Roman" size="2">Wealth Management Services For Individuals and Families</font></b></p> <p><font face="Times New Roman" size="2">Selecting a financial advisor is one of the most important decisions you will ever make. An advisor must be responsive to your unique needs and be someone you can count on for years to come. Most of all, you want a person you can trust.</font></p> <p><font face="Times New Roman" size="2">At Beale Healy Investment Advisors, we understand that before entrusting your financial affairs to an advisor, you want to be sure that the company you choose has the expertise, integrity and commitment to provide the personal service that you deserve. </font></p> <p><font face="Times New Roman" size="2">At BHIA everything we do is based on providing you with individualized service and meeting your specific needs. Because we know that managing your assets can be complicated, we simplify the process for you. Whether you are seeking an advisor to manage all of your financial affairs or need help with one or two significant matters, as a BHIA client, you will have the peace of mind that comes from knowing that trusted professionals are working with you to enhance and preserve your wealth.</font></p> <b><p><font face="Times New Roman" size="2">BHIAs Personal Approach to Managing Your Finances</font></p> </b><p><font face="Times New Roman" size="2">Because we manage the financial affairs of a select number of individuals and families, we have the time to offer you the highest level of personal service. When you become a BHIA client, we concentrate on your specific goals and objectives, whether they are personal, family- or business-related. We get to know you before making any recommendations. We review all of the elements that compose your financial profile  your financial history, investment portfolio, insurance coverage, estate planning needs and other important factors that will affect the management of your assets. We work closely with your accountant, attorney and other professionals, making full use of their expertise on your behalf. One other very important fact  all BHIA employees maintain the strictest level of confidentiality regarding your financial situation.</font></p> <b><p><font face="Times New Roman" size="2">BHIAs Custom Services</font></b></p> <p><font face="Times New Roman" size="2">At BHIA the variety of services we offer is as diverse as our clients. They include:</font></p> <b><p><font face="Times New Roman" size="2">Asset Allocation</font></b></p> <p><font face="Times New Roman" size="2">We work with you to identify your investment goals and targeted rate of return, taking into account your need for liquidity, income and growth. We also consider your tax circumstances and risk tolerance. Then we recommend an asset allocation strategy that designates the percentage of your portfolio to invest in each asset class  stocks, bonds and short-term investments.</font></p> <b><p><font face="Times New Roman" size="2">Investment Manager Search and Portfolio Monitoring</font></b></p> <p><font face="Times New Roman" size="2">As your advisor, we use our experience and resources to provide you with high quality portfolio management and monitoring. Our established relationships with top money managers throughout the country enable us to select the investment professionals that best suit your long-term financial objectives. We keep you informed about the activity in each of your accounts through a summary portfolio statement which we provide to you on a regular basis.</font></p> <b><p><font face="Times New Roman" size="2">Mutual Fund Selection and Management</b> </font></p> <p><font face="Times New Roman" size="2">If your circumstances require it, we will manage a portfolio of mutual funds for you, either independently or in conjunction with a larger investment portfolio. We will help you choose mutual funds with investment objectives and strategies that are in line with your financial goals. Several times a year we will provide you with a statement that details their investment performance.</font></p> <b><p><font face="Times New Roman" size="2">Estate Planning</b> </font></p> <p><font face="Times New Roman" size="2">We can help you design an estate plan that meets your needs, minimizes taxes and preserves assets for your family or charities in harmony with your wishes. We then work with your attorney, accountant, insurance agent, appraisers and others to put your plan into effect. </font></p> <b><p><font face="Times New Roman" size="2">"Fee Only®" Services</font></b></p> <p><font face="Times New Roman" size="2">Beale Healy Investment Advisors is a "fee only®" financial advisor. This means we provide services only in exchange for the fees paid by our clients. We do not accept any other form of compensation, and none of our principals or employees receive outside compensation for services or recommendations to clients. </font></p> <b><p><font face="Times New Roman" size="2">More Than Financial Advice</font></b></p> <p><font face="Times New Roman" size="2">When selecting an advisor to manage your financial affairs, you are seeking more than advice. You want someone with whom you can build a long-term relationship and who can deliver top-notch personal service. At BHIA, we can meet your expectations. Please <a href="f_contactus.htm">contact us</a> to arrange a consultation. </font></p> <b><font FACE="New York,Times New Roman"><p></font><a name="investment"></a><font face="Times New Roman" size="2">Beale Healy Investment Advisors <br> Investment Manager Search and <br> Portfolio Monitoring Services </font></p> </b><p><font face="Times New Roman" size="2">Choosing an investment advisor to manage your portfolio requires considerable thought and attention. You want to be confident that your advisor will work with you to establish a plan, make appropriate decisions and monitor your investments over the long term.</font></p> <p><font face="Times New Roman" size="2">At Beale Healy Investment Advisors, we provide this kind of quality investment management service to high net worth individuals and families. <i>When you choose BHIA as your financial advisor, you can be sure that you are entrusting your portfolio to experienced professionals who are committed to preserving and enhancing your wealth.</font></p> </i><b><p><font face="Times New Roman" size="2">Your Investment Policy Statement</font></b></p> <p><font face="Times New Roman" size="2">At BHIA, we begin the portfolio management process by helping you establish your investment policy statement  a blueprint that describes your financial goals and objectives and a strategy for reaching them. We analyze your assets and liabilities and review your income requirements. We evaluate your investment time frame and tolerance for risk. Then, we explain the returns and risks associated with various asset classes, to ensure that all recommended investments are suitable for your portfolio.</font></p> <p><font face="Times New Roman" size="2"> <b>Your Asset Allocation Strategy</b></font></p> <p><font face="Times New Roman" size="2">Asset allocation, more than any other single factor, affects your portfolios return and volatility. We will help you determine the percentage of your assets that should be invested in stocks, bonds and short-term investments and how this allocation may be altered over time. </font></p> <b><p><font face="Times New Roman" size="2">Selecting Portfolio Managers</font></b></p> <p><font face="Times New Roman" size="2">You may require several investment styles and investment strategies to meet your goals. We have access to a large number of highly regarded portfolio managers throughout the country who specialize in particular investment styles, strategies and asset classes. To ensure that your financial objectives and personal needs are clearly communicated, we will accompany you to meetings with the recommended portfolio managers. </font></p> <b><p><font face="Times New Roman" size="2">Your Investment Performance Reviews</b> </font></p> <p><font face="Times New Roman" size="2">We will provide you with a personal investment review every quarter. Your report includes a brief summary of the financial markets, details the activity in your portfolio and tracks your investment returns.</font></p> <b><p><font face="Times New Roman" size="2">"Fee Only®" Services</font></b></p> <p><font face="Times New Roman" size="2">This means that Beale Healy Investment Advisors provides services only in exchange for the fees paid by our clients. We do not accept any other form of compensation, and none of our principals or employees receive outside compensation for services or recommendations made to clients. </font></p> <b><p><font face="Times New Roman" size="2">Making Your Decision</font></b></p> <p><font face="Times New Roman" size="2">Selecting portfolio managers is one of the most complex financial decisions you will make. We have the expertise to help you find the right ones. We provide account monitoring to ensure that the managers meet your expectations. Please <a href="f_contactus.htm">contact us </a>to arrange a consultation.</font><font FACE="New York,Times New Roman"> </font></p> <p align="center"><small><a href="f_whoweare.htm">Who We Are</a> | <a href="f_whatwedo.htm">What We Do</a> | <a href="f_ourviews.htm">BHIA News</a> | <a href="f_news.htm">News You Can Use</a> | <a href="f_databank.htm">Data Bank</a> | <a href="f_calc.htm">Problem Solver</a> | <a href="hd_links.htm">Financial Links</a> | <a href="contactus.htm">Contact Us</a> | <a href="f_quotes.htm">Stock Quotes</a> | <a href="f_checkac.htm">Check Account</a> | <a href="Default.htm">Home</a></small></p> <p align="center"><strong><font face="Times New Roman" size="2">Beale Healy Investment Advisors  6806 Paragon Place, Suite 140 Richmond, VA 23230<br> Phone: (804) 355-0132      Fax: (804) 353-1363</font></strong></p> <p align="right"><strong><font face="Arial" size="1"><a href="Default.htm#TOP">Back To Top</a></font></strong></td> </tr> </table> </div> </body>