Guadalupe Investment & Insurance Services

Stephen Foley

Investment Advisor Representative Chartered Federal Employee Benefit Consultant

830-370-1185

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Investment Advisory Services

Moving from Buy-and-Hope to Act-and-Achieve

Consider your life goals: building a healthy marriage, raising your children well, pursuing career success, buying your dream house. Do you take a passive approach to any of these goals? Of course not. You know that these dreams do not turn into reality without purposeful, intelligent, consistent action.

Investing is no different. The purpose of investing is to achieve financial gain and security. And like all other goals, it requires purposeful, intelligent, consistent action. For too long, investors have bought into a passive buy-and-hold philosophy under the illusion that it was an investment strategy: diversify your funds adequately when you're thirty, forget about them, and forty years later you will be living in luxurious retirement. Unfortunately, one economic crash can destroy not only that illusion, but also any opportunity of recouping your losses.

At HBW Advisory Services LLC, we reject this "buy-and-hope" outlook and take an "act-and-achieve" approach. Since founding in 2008, we have sought to steadily grow our clients' funds while minimizing loss through:

˙ Active asset management. Our sub-advisors actively manage accounts on a day-to-day basis to create opportunities for return by investing in areas of market strength. While that does not necessarily mean there will be transactions on a daily basis, it does allow for the possibility depending on changing market conditions.

˙ Investment strategies. Many of our investment strategies are run daily to evaluate current short-term market trends. Because our strategies are quantitative, objective, and mathematical, we remove the emotional human factor from the investing equation and ensure lower volatility and more consistent returns.

˙ Proactive risk management. Our investment strategies seek to reduce and manage risk through tactical asset allocation, reducing exposure to weak industry sectors and index funds, and moving to 100% cash, or in some strategies to "inverse" funds, in cases of extreme market volatility.

By acting to protect your capital during poor markets and build your capital during strong markets, we help you achieve your investment goals!

HBW Advisory Services LLC does business in the following states:

  • Alabama
  • Arizona
  • California
  • Colorado
  • Connecticut
  • Florida
  • Georgia
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Michigan
  • Missouri
  • New Mexico
  • New Jersey
  • New York
  • Nevada
  • North Carolina
  • Ohio
  • Oklahoma
  • Oregon
  • Tennesee
  • Texas
  • Virginia
  • Washington
  • Wisconsin

Contact me today to learn more about Investment Advisory options.

Contact Information

Stephen Foley
Investment Advisor Representative Chartered Federal Employee Benefit Consultant

Company: Guadalupe Investment & Insurance Services, HBW Advisory Services LLC, HBW Insurance & Financial Services, Inc.

Phone: 830-370-1185

Email: stephen.foley@hbwadvisory.com

Street Address:
104 Timber Lane
Kerrville, TX 78028

License State: TX, CA

License Number: TX#-1951404 CA#-0A76213

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Please note the application of surrender charges could result in a loss of principal, the minimum guaranteed return may be 0% and investment return based on market increases may be capped. The guaranteed account value of an equity-index annuity only applies if the annuity is held until the end of the contract term and that loss of principal is possible if the annuity is surrendered before the end of the contract term. Equity index annuities are not FDIC-insured, unlike index-linked CDs. Guarantees are subject to the claims paying ability of the issuer. A fixed annuity is only as good as the financial strength of the company issuing the policy.

Investment advisory services offered through HBW Advisory Services LLC. Stephen Foley is an Investment Advisor Representative, dba, Guadalupe Investment & Insurance Services, HBW Advisory Services LLC, HBW Insurance & Financial Services, Inc.. Guadalupe Investment & Insurance Services, HBW Advisory Services LLC, HBW Insurance & Financial Services, Inc., HBW Insurance & Financial Services, Inc., dba, HBW Partners, and HBW Advisory Services LLC are separate entities which do not offer legal or tax advice. HBW entities are located at 3355 Cochran St., Suite 100, Simi Valley, CA 93063, (800) 473-3856.

All products are not represented by HBW. All HBW agents do not sell all products offered through the HBW Insurance & Financial Services, Inc., dba HBW Partners network of products and/or providers. Although Stephen Foley, dba Guadalupe Investment & Insurance Services, HBW Advisory Services LLC, HBW Insurance & Financial Services, Inc., is a part of the HBW Insurance & Financial Services, Inc. marketing system, Stephen Foley is separate and independent.

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