Hoey Investments
Investment Details
Investor Type
Private Investment Firm
Asset Class Focus
Fixed Income (Debt and Bonds)
Stage Focus
Growth, Late Stage
Geographical Focus
United States
Industries Focus
- Financial Services
- Technology
- Healthcare
- Energy
- Consumer Goods
- Industrials
- Real Estate
- Materials
- Telecommunications
- Utilities
- Media
- Retail
- Transportation
- Consumer Services
- Basic Materials
Investment Size:
1,000,000 to 50,000,000 USD
Investor Details
Hoey Investments, Inc. is an independent registered investment advisor based in Coatesville, Pennsylvania. Founded in 2008, the firm offers personalized financial planning, wealth management, and retirement planning services, emphasizing a disciplined investment approach focused on long-term growth. Their strategy includes constant monitoring of macroeconomic conditions, continuous portfolio rebalancing, and applying risk aversion tactics during periods of market volatility. Hoey Investments is committed to fostering honest working relationships to deliver highly customized financial plans that align with clients' lifelong objectives. The firm's investment portfolio includes holdings in various sectors, such as retail, technology, healthcare, and financial services, with investment sizes ranging from $1 million to $50 million. Hoey Investments is registered with the U.S. Securities and Exchange Commission and adheres to a fiduciary responsibility to act in clients' best interests, as outlined in their Code of Ethics. The firm operates from its headquarters at 1000 Brandywine Creek Rd., Coatesville, PA 19320, and can be contacted via email at info@hoeyinvestments.com or by phone at (610) 738-4280.
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