Objective investment advice and a universe of opportunity
Our wholly owned broker-dealer – M. Hadley Securities, founded in 1996 – enables us to guide our clients toward a universe of investment choices far more extensive than offered by typical investment advisors. Our ability to draw from virtually any security in making recommendations to our clients makes us a rarity in the field of money management.

And by not being tied to a relationship with an outside broker, we have the independence to suggest only the investment opportunities that are right for our individual clients. We carry no inventory of packaged investment products and are not bound by the promotional considerations or red-tape of any outside firm. That independence enables us to review a wider variety of investment opportunities and to be very selective in deciding which investments have the best chance to succeed.

For our clients, the benefits are clear: the widest available options for diversification and risk-control, and opportunities to invest in some of the best investments offered – investments to which few investment advisors have access.