Asset Management

If you’re responsible for assets, whether personal, institutional or corporate, chances are that you’re faced with the challenge of juggling multiple portfolios and making complex decisions in a rapidly changing economy. We know performance is key – it’s why you hire us. But performance is more than just numbers.

At Foley/Connelly, we take a comprehensive approach that combines our experience, service and discipline with an enthusiasm and confidence that allows us to provide our clients with Asset Management services. You can count on us to provide the independent advice, personalized strategies and systems that can help you make the appropriate decisions – for you.

Foley/Connelly provides a variety of Asset Management Services, including:

  • Professional Money Management Programs
  • Mutual Funds
  • Stocks
  • Bonds
  • Variable and Fixed Annuities

Contact our advisors for assistance in developing asset management solutions focused on your individual needs and goals.

 Securities offered through Kestra Investment Services LLC (member FINRA/SIPC). Investment Advisory Services offered through Kestra Advisory Services LLC (Kestra AS). Foley/Connelly FinancialPartners or any other entity listed. 

Kestra IS and Kestra AS do not provide tax or legal advice.

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of  Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra Compliance Department at 512-697-6000.

Feel free to use FINRA's tool, BrokerCheck, to learn about Christopher Connelly or Owen Freeman-Daniels

Any third party web site links referenced are being provided strictly as a courtesy. Neither we, Kestra IS or its affiliates are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided. 

This communication is strictly intended for individuals residing in the state(s) of CT, FL, MA, NH and RI. No offers may be made or accepted from any resident outside the specific states referenced.