In an industry where research and investment strategies can be easily commoditized, Whaley Capital Group, a boutique asset management firm based in Charlottesville, Virginia, seeks to deliver real value by following a rigorous investment framework and being committed to a global macro style of investing.
Launched in the wake of the 2008 Financial Crisis, Whaley Capital Group began to seek clients who shared its long-term goals and embraced its overarching investment philosophy geared towards long-term, consistent returns.
Besides a strict adherence to our investment framework, we are dedicated to providing a world-class investor experience based on our core set of values: transparency, accountability, and communication.
We believe asset management is a business that extends well beyond simply managing money and generating wealth. We seek real and long-term relationships with our clients. In that sense, we are committed to a boutique-style quality of relationship with each client, no matter the size.