Buckley Investment Group, LLC

Buckley Investment Group, LLC, established in September 2003, specializes in providing investment management services for individuals, trusts, entities, companies, corporations, and foundations. The firm, solely owned by John Buckley, offers discretionary investment management services on a fee-only basis, tailored to each client's investment objectives, risk tolerance, and time horizon. Investment strategies include equities, debt, fixed income securities, mutual funds, ETFs, and private investments. Clients may also opt for separately managed accounts or a Unified Managed Account Program. Financial Planning services are available, covering various financial aspects, with fees negotiable up to $1,500 fixed rate or $195 hourly. The firm's Advisory Fee is tiered annually based on assets under management, typically ranging from 0.25% to 1.00%. Clients have investment discretion, allowing the Advisor to buy, sell, or effect transactions in their accounts. The firm does not offer performance-based fees and has no disciplinary history. Clients include individuals, high net worth individuals, corporations, trusts, and charitable organizations. Methods of analysis include charting, fundamental, technical, and cyclical analysis, with investments across various asset classes. The firm does not vote client securities and does not take physical possession of client assets. John Buckley and Shannon M. Ebding, both experienced professionals, oversee the firm's operations and client accounts.