Investment strategies
The strategies include exposure to stocks and bonds and, where appropriate, allocations to hedge funds and Senior Living real estate funds.
Source: LinkedIn company description · Retrieved October 13, 2026
Hafele Investments is a wealth manager and investment boutique.
The company is headquartered in Louisville, Kentucky, and was founded in 2022. Hafele Investments is affiliated with Private Client Services, a registered investment adviser doing business as PCS Advisors, and offers advisory products and services through it.
Based on the company’s public LinkedIn information, supplied through RevenueBase.
The company offers services to wealthy families and individuals.
The strategies include exposure to stocks and bonds and, where appropriate, allocations to hedge funds and Senior Living real estate funds.
Source: LinkedIn company description · Retrieved October 13, 2026
Supported appearances on published RevenueBase lists, including available memberships beyond displayed rankings.
Positions describe ordering within each source list. See how lists are built ↗
Embeddable award for your website
RevenueBase prepared this profile from the company’s public LinkedIn information and RevenueBase company data. These source records were retrieved on October 13, 2026. AI helped summarize these sources, with a separate automated check against the source text completed on November 3, 2026. Directory positions use company-contact counts from separate saved list snapshots dated September 3, 2026, September 13, 2026, September 15, 2026, September 18, 2026, September 19, 2026, September 20, 2026, September 21, 2026, September 25, 2026, September 27, 2026, September 28, 2026, September 29, 2026, September 30, 2026 and October 11, 2026. How the company lists are built.
Share a correction, your relationship to the company, and supporting sources. Requests are reviewed before changes are published.
Explore more companies by name, headquarters and business focus.