Our Services

WEALTH MANAGEMENT

As a firm providing Wealth Management and Private Client services we are registered as both an Investment Advisor and a Broker-Dealer, offering both Investment Advisory and Brokerage services.  Although there are similarities among these services, the investment advisory programs we have are separate and distinct from our brokerage accounts.  These two styles of business are governed by different laws and separate contracts with you, the client. Read More >>

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. Read More >>

INSTITUTIONAL SERVICES

At Henley & Company, we deliver our clients world-class investment advice backed by a powerful trading desk. Our specialized approach, strong reputation and relationships within the institutional investment community have made us a company trusted by both institutional clients and corporate managements. Read More >>

ADDITIONAL SERVICES

View our additional services here.