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Welcome to Halieus Investment Advisors

Form ADV Part 2A Firm Brochure. Personal Financial Planning Profile. Welcome to Halieus Investment Advisors. 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.

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Form ADV Part 2A Firm Brochure. Personal Financial Planning Profile. Welcome to Halieus Investment Advisors. 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.

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2 overview

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5 personal financial outlook

6 planning framework

7 definitions

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Welcome to Halieus Investment Advisors | halieus.net Reviews

https://halieus.net

Form ADV Part 2A Firm Brochure. Personal Financial Planning Profile. Welcome to Halieus Investment Advisors. 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.

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halieus.net

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Welcome to Halieus Investment Advisors

http://www.halieus.net/index.html

Form ADV Part 2A Firm Brochure. Personal Financial Planning Profile. Welcome to Halieus Investment Advisors. 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.

2

Definitions : Halieus Investment Advisors

http://www.halieus.net/html/definitions.html

Form ADV Part 2A Firm Brochure. Personal Financial Planning Profile. Pronounced hal-ee-yous, a sailor, one who works at sea, a fisherman. Halieus can also mean workers in the light or those who work in the day or light. Light is the opposite of darkness. Light allows one to see what they are doing. Sailing and working at sea means risk and potential danger. Knowledge obtained from investigation, study or instruction. The communication or reception of knowledge or intelligence. To arrange the parts of.

3

Overview of Halieus Investment Advisors

http://www.halieus.net/html/overview.html

Form ADV Part 2A Firm Brochure. Personal Financial Planning Profile. According to Transamerica 41% of retirees have any sort of retirement strategy, and of those, only 4% have a written plan. So before we get to the real fun, portfolio construction and strategy, we must take the time and put in the effort to gather information and develop the financial plan. This slows down our process just a bit but we believe going a bit slower is the best practice. We have developed a portfolio allocation method that ...

4

Halieus Investment Advisors

http://www.halieus.net/html/planning-framework.html

Form ADV Part 2A Firm Brochure. Personal Financial Planning Profile. 1) Contact client, 2) Meeting, 3) Develop Investment Policy, 4) Broad Financial Plan, 5) Design Investment Strategy, 6) Propose recommendations, 7) Document Financial Plan, 8) Implement Investment Strategy, 9) Monitor and Update. At the initial contact client will be provided with an ADV known as a Firm Brochure and client agreements with privacy policy. Propose recommendations at another meeting by educating and communicating. Implemen...

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The Market - Horizon Accountants

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113 South Timber Way. Broadway, VA 22815. Business Tax Appointment Check List. Individual Tax Appointment Check List. February 8, 2016. Lawrence is pleased to announce the formation of Halieus Investment Advisors LLC. This new. Investment advisory firm is in the process of applying and registering with the State of Virginia. We. Are launching this firm slowly as we want to provide a different type of investment service and practice. The new website will be www.halieus.net.

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Welcome to Halieus Investment Advisors

Form ADV Part 2A Firm Brochure. Personal Financial Planning Profile. Welcome to Halieus Investment Advisors. 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.

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