Navigating the financial markets with YOUR best interests in mind.
Our experience and independent boutique structure empower us to rapidly respond to both market opportunities and your unique needs.
John A. Staley, IV founded Staley Capital Advisers, Inc. in 1996 after more than 25 years as a senior executive with Federated Hermes (formerly Federated Investors). He served as Chief Executive Officer and President of various Federated Investors, Inc. investment subsidiaries for 17 of those years. John has spent almost his entire five-decade-plus career in the investment arena and founded Staley Capital to deliver an institutional process to high-net-worth individuals and families desiring of tailored investment management services. Our disciplined and defined approach enabled us to then extend our services to endowments, non-profit organizations, and corporations. We believe our growth from a start-up to managing over $2 billion in discretionary client assets is an affirmation of our investment philosophy and process.
As an independent adviser, we are free to advocate for you without the conflicts inherent in brokerage commissions, in-house proprietary funds, or payments from fund and service providers. We are a research-driven investment firm, integrating specific securities and diversified funds to build customized portfolios based on your unique goals, liquidity needs, and risk tolerance. We offer full transparency, exceptional client service, and ongoing communication to reinforce the trust you place in us.
Our individual clients are typically high-net-worth individuals, and their related family trusts and foundations. In many families, we count multiple generations as our clients. We also manage institutional accounts including charitable organizations, profit-sharing plans, and corporate accounts. Our services are best suited for families and organizations with investable assets of $3 million or more; however, each relationship is unique and evaluated accordingly.
Our people are our greatest asset, and our culture of commitment and collaboration drives the firm’s success. We have served clients for over 25 years with no staff turnover other than retirement. This enhances continuity and engagement with our clients – we develop long-term relationships with multiple generations of our client families. The breadth of our investment team’s experience also differentiates us. Our eight investment professionals possess over 220 years of combined experience in the capital markets, each with unique career paths and areas of expertise. Our seasoned compliance and customer service team has demonstrated the highest level of professionalism for over two decades.
Third Quarter Review: Equity markets shook off a mid-quarter swoon and continued their uptrend with the Standard…
Read Full Blog >
Second Quarter Review: Equity markets offered mixed performances in the second quarter as the markets’ narrow leadership…
Read Full Blog > 