Financial Services - Louisville, Kentucky, United States
Hafele Investments (HI) is a wealth manager and aninvestment boutique offering services to wealthy familiesand individuals. We are headquartered in Louisville, KYand were founded in 2022. Carl Hafele is the ChiefExecutive Officer as well as the Chief Investment Officerand has over 35 years of investment experience.Hafele Investments is affiliated with and offers advisoryproducts and services through Private Client Services, aregistered Investment Advisor, doing business as PCSAdvisors.HI offers multiple investment strategies that includeexposure to traditional asset classes of stocks and bonds,and where appropriate, we also include an allocation tonon-traditional asset classes of hedge funds and SeniorLiving real estate funds.
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