The Heaphy Group 413.736.8805

Investment Management


Investment management is, basically, managing your money. Investment management involves all aspects of managing your money, from budgeting and taxes to managing an investment portfolio: you may think you are not involved in investment management, but you are. Anyone who spends money is managing their investments. You may manage your investments well or you may do it poorly, but either way, you are managing your investments.


investment management

Those who don't have large assets may ask themselves why they should hire an investment management professional, but investment management is about far more that just stocks and bonds. Hiring an investment advisor is always a good idea, regardless of your net worth, because an investment advisor will offer practical advice for planning your financial future. He or she will catch risks and weaknesses in your budget that you might miss, and he can offer objective investment advice.

When it comes time to start investing, don't make the mistake of going it alone: A recent study referenced on CNN Money™[1] showed that those who hired an investment advisor had a median annual rate of return almost three-percentage points (3%) higher than those who invested on their own, even after taking fees into account. One reason for that gap is that investors who go it alone can be too emotionally involved; they are often too aggressive or too conservative depending on their temperaments. When it comes to planning your financial future, the value of an objective, emotionally detached professional cannot be overstated.


When it comes to hiring an investment advisor, experience matters. At Heaphy our team of seasoned investment advisors can objectively guide you through the sometimes stormy waters of a global economy, and at Heaphy, we take the time to get to know you, so that we can help you reach your financial goals. When it come to experienced, objective, personalized investment management services, nobody does it better than Heaphy.


Arm yourself with the facts about investment management. Phone Heaphy on 413.736.8805, or complete and submit your request below.

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DISCLOSURES: Investment advisory services provided through Heaphy Investments, LLC. Heaphy Investments, LLC is an investment adviser registered with the Commonwealth of Massachusetts. You should not assume that any discussion or information contained in this website serves as the receipt of, or as a substitute for, personalized investment advice from Heaphy Investments, LLC. It is published solely for informational purposes and is not to be construed as a solicitation nor does it constitute advice, investment or otherwise. To the extent that a reader has questions regarding the applicability of any specific issue discussed herein to their individual situation, they are encouraged to consult with the professional advisor of their choosing. A copy of our written disclosure statement regarding our advisory services and fees is available upon request. Our comments are an expression of opinion. While we believe our statements to be true, they always depend on the reliability of our own credible sources. Past performance is no guarantee of future returns.

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