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About

About This Business

Saleeby & Associates provides investment management services, including portfolio development, equity research, and long-term financial planning. The company assists clients through a proprietary investment strategy focused on a buy-hold approach, utilizing independent and third-party research to inform decisions. Services are designed to help individuals and families manage assets and maintain focus on financial goals.

BBB Accredited Since: 2/23/2011

Years in Business: 24

Products and Services

Saleeby & Associates offers the following products and services:
Investment Management: Development and oversight of diversified portfolios using a disciplined buy-hold strategy.
Equity Research: Independent and third-party analysis to support informed stock selection and asset allocation.
Financial Planning: Guidance for long-term objectives, including retirement and wealth preservation strategies.
Fiduciary Services: Management of investments aligned with fiduciary standards for client interests.
Performance Monitoring: Ongoing evaluation of portfolio performance relative to benchmarks and client objectives.

Business Details

BBB File Opened:
3/1/2011
Business Started:
4/1/2001
Business Started Locally:
4/1/2001
Business Incorporated:
3/16/2001
Type of Entity:
Corporation
Business Management:
Mr. Raymond Saleeby, President

Additional Contact Information

Principal Contacts
Mr. Raymond Saleeby, President
Customer Contacts
Mr. Raymond Saleeby, President

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