Hayek Kallen Investment Management L.L.C.

Hayek Kallen Investment Management provides discretionary investment and wealth management to individuals, families, and small organizations including non-profits, and also offers personal and business financial analysis and consulting on an as-needed basis. Most clients are in an asset-preservation stage and the firm generally works with accounts at or above a stated $500,000 minimum while occasionally accepting smaller accounts.

The firm employs a balanced-value approach that combines traditional value-oriented security analysis of mid- and large-cap companies with an allocation to individual bonds to provide stability and income, and it uses ETFs or mutual funds selectively for sector exposure or for smaller accounts. Accounts are managed on an individual, discretionary basis with overlapping core holdings common across client accounts, regular multi-quarter reviews, and at least annual client meetings.

Distinctive features include managing roughly $436 million in discretionary assets while operating with two registered investment representatives, a level of AUM per advisor that is uncommon among similar firms and supporting a relatively large number of client relationships. The firm also advises small pooled or organizational clients in addition to individuals, traces its roots to 1985 with leadership that brings prior investment banking and published market analysis experience, and maintains institutional custody and trading arrangements with Charles Schwab and Fidelity.