Hennion & Walsh Asset Management Inc.
Investment Details
Investor Type
Private Investment Firm
Asset Class Focus
Fixed Income (Debt and Bonds)
Stage Focus
Growth, Late Stage, Pre-IPO, Buyout, Turnaround, Distressed
Geographical Focus
United States
Industries Focus
- Financial Services
- Insurance
- Asset Management
- Wealth Management
- Estate Planning
- Financial Planning
- Pension Consulting
- Municipal Bonds
- Retirement Planning
- Investment Advisory
- Tax Planning
- Portfolio Management
- Brokerage Services
- Equity Investments
- Fixed Income Investments
Investment Size:
1,000,000 to 50,000,000 USD
Investor Details
Hennion & Walsh Asset Management Inc., established in 1990, is a New Jersey-based private investment firm specializing in fixed income investments. The firm offers a comprehensive suite of financial services, including wealth management, tax-free municipal bonds, asset management, estate planning, brokerage, and life insurance. Their disciplined, personalized approach has helped thousands of individuals grow and protect their investments. The firm's heritage is rooted in being one of the nation's leading independent specialists in municipal bonds for individual investors. Over the years, Hennion & Walsh has expanded its offerings to include a full range of equity and fixed-income products and services, reflecting its commitment to meeting the diverse financial needs of its clients. The firm's philosophy centers on building long-term client relationships through integrity, trustworthiness, and personal service, aiming to be the nation's premier investment advisor and advocate for individual investors. This approach has enabled Hennion & Walsh to guide over 18,000 individual investors toward achieving their financial aspirations, demonstrating its dedication to client success and financial security.
Requirements
- Open to individual and institutional investors
- Focus on fixed income investments
- Preference for long-term investment horizons
- Interest in wealth management and financial planning services
- Willingness to engage in personalized investment strategies
- Acceptance of a range of investment sizes within specified limits
- Alignment with firm's investment philosophy and approach
- Commitment to building long-term client relationships
Contact
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Mentioned In
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$14.95
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$19.95
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$24.95
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