PRIVATE CLIENT SERVICES
Henley’s Private Client Services division (PCS) offers a variety of expertise servicing individuals, institutions, small corporations, and hedge funds. All individual clients receive exceptional benefits that other Wall Street firms reserve only for institutional clients. PCS is structured to provide our clients with prompt access to valuable research analysts from Pershing, our own traders, and members of our senior management. Our investment team is dedicated to building client wealth through all market cycles.
We will sit down with you and get to know who you are and where you want to go with your investments, an approach that helps create a realistic, personalized investment strategy. Henley can also provide assistance with the sale of controlled and restricted securities. After going over your current and long term financial needs, our investment professionals are available to adjust your portfolio if your financial situation changes.