The Healy Group LLC

Overview

The Healy Group LLC is a small, fee-based investment adviser focused on portfolio management for individuals and small businesses. The firm runs a primarily discretionary practice, directing client portfolios toward liquid public markets with a clear tilt to equities. Decision-making emphasizes exchange-traded instruments and separately managed accounts, with portfolio construction that appears oriented toward concentrated, account-level equity exposure rather than broad, multi-manager allocation programs. The firm does not position itself as an ESG-focused manager and operates under an individual-ownership structure, serving both high-net-worth families and institutional clients on a percentage-of-AUM fee model.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices