Hayek Kallen Investment Management, LLC is a registered investment advisory firm whose goal is to serve the long-term financial interests of its clients by preserving and growing their capital in a tax-efficient manner. Since 1985, Hayek Kallen has used fundamental security analysis and a balanced-value investment approach to prudently manage individual stock and bond portfolios.
Recognizing that each investor is unique, the firm seeks to develop and implement a long-term strategy that is specific to each client's financial situation. Hayek Kallen strives to operate without conflict of interest and act as a trusted fiduciary for clients, managing approximately $360 million for select families, individuals, and institutions.
Recognizing that each investor is unique, the firm seeks to develop and implement a long-term strategy that is specific to each client's financial situation. Hayek Kallen strives to operate without conflict of interest and act as a trusted fiduciary for clients, managing approximately $360 million for select families, individuals, and institutions.
Services
Founded on the shores of Mobile Bay in 1985 by Fred Hayek, for more than 35 years Hayek Kallen has been serving the wealth management needs of clients across the Southeast and Mid-Atlantic. Employing a value investment discipline, and utilizing a balanced approach to portfolio construction, Fred Hayek instituted an investment methodology that has endured and flourished through a variety of economic and market cycles.
Balanced value investing seeks to utilize the attributes of stocks, bonds and cash to create a portfolio that has lower volatility than an all stock portfolio. Each of these asset classes brings advantages to a portfolio, and when utilized properly a desirable outcome can be obtained.
For Hayek Kallen, bonds are used to provide stability and generate income in a portfolio, cash provides flexibility and stocks provide the engine for growth as well as supplemental income.The degree to which a client has exposure to each of these asset classes is determined by their specific circumstances and individual investment objective.
For Hayek Kallen, bonds are used to provide stability and generate income in a portfolio, cash provides flexibility and stocks provide the engine for growth as well as supplemental income.The degree to which a client has exposure to each of these asset classes is determined by their specific circumstances and individual investment objective.
At Hayek Kallen we seek to have a close working relationship with our clients. Paramount in the work that we do is helping our clients develop and implement a viable long-term investment plan. Within this plan are discussions and decisions about the appropriate amount of risk, the need for distributions from the account, and estate planning, tax and legacy issues.
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