We are all in the same boat on the seas of this world. The wind and waves will come. And it will be still.
Wealth generation over time isn't being up more than "the market" but rather down less when it matters most.
We believe risk management should be the priority over chasing "return". Two cannot walk together unless agreed. We are ready to walk with you through the meadow or on the seas.
Check out Halieus Investment Advisors LLC with BrokerCheck by FINRA. Please select Firm (not Individual), enter Halieus Investment Advisors or CRD# 284482, and use ZIP Code 22815.
Halieus Investment Advisors, LLC is an Investment Adviser registered with the Securities and Exchange Commission and state of Virginia. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy or the completeness of any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions. Please contact us at 540-896-3330 if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions. Additionally, we recommend you compare any account reports from Halieus with the account statements from your Custodian. Please notify us if you do not receive statements from your Custodian on at least a quarterly basis. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website, www.halieus.net. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.