Hayne Moon & Associates
Like the diverse and accomplished clients we serve, each member of Hayne Moon and Associates has taken a distinct professional path.
In addition to wealth management, we trace our roots to the worlds of investment, commercial and consumer banking, energy trading, and corporate finance. Working collaboratively as a team and closely with clients, we deliver thoughtful, integrated strategies that can address clients’ sophisticated financial objectives without complicating matters.
In addition to our perspectives, we believe in seeing things from a client’s point of view. That’s why we ask questions, listen carefully, and aim to understand the role each client wants us to play. We also make it our business to communicate clearly and consistently – so that clients gain a sense of certainty, in an uncertain world.
Having provided advice and guidance to generations amid periods of market volatility, our “deep bench of experienced professionals is “battle-tested.” In fact, our circle of clients has actually grown during those challenging times with referrals from clients to family, friends and colleagues – most seeking a thoughtful, risk-managed strategy for growing and preserving their wealth.
At Hayne Moon and Associates, we’re proud of the relationships we’ve built and excited about the opportunity to cultivate new ones. With ages that align nicely with generations of client families, we look forward to serving yours.
At Hayne Moon and Associates, we believe the value of an advisory team extends well beyond "dollars and cents." Instead, it's best measured over time, by the delivery of highly professional, proactive and purposed wealth management. To serve clients' best interests and help them realize the full potential of their wealth, we also believe in:
• "Keeping clients educated and updated." Transparency is a hallmark of our team and a critical component in nurturing each client relationship. At the outset, we point out distinct aspects of clients' financial puzzles that require examination. From liability management to legacy planning, we show clients that managing wealth demands more than keeping an eye on the markets. And when it comes to investing, we remind clients that "time in the market" is a more reliable barometer of success than "timing the market."
• "Keeping things simple." We are well aware of the significant demands placed on clients' lives and the complex financial challenges they may face. Still, we ask for clients to become as involved as they can be – in understanding the strategy we craft for them, what they own, and why. We also ask clients to identify their concerns about market fluctuation (or risk, in general), so that they can stay disciplined in avoiding emotional financial decisions. Time and again, we tell clients, "The more we know about you, the more we can do for you."
• "Being exceptional at things we can control." We can't control the markets, but we can help mitigate investment risk with strategies that help clients achieve realistic financial outcomes, with the minimal degree of risk required to do so. Using Merrill Lynch Wealth Management research and portfolios, we may build on both with input from the firm's analysts – while accounting for each client's risk tolerance, investment timeline, need for liquidity, and financial goals. We also think it's important to help clients optimize their saving and spending habits, and other behavior that can brighten their financial picture.
We feel privileged to help accomplished people, accomplish more. We hope you give us that opportunity.
*Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is research produced by BofA Securities, Inc. ("BofAS") and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.
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