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(828)-884-4929
ty.hendrix@lpl.com
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Welcome

If you're looking for an investment firm to provide disciplined investing strategies, market perspective, and help you manage volatility as you prepare for retirement you have come to the right place. 

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What Services Do We Provide? 

We provide a customized approach to investment management and financial planning that always puts you first. This process starts with a comprehensive assessment of your personal situation. We use this information to build a strategy that considers all factors including those outside of your portfolio as well.

Portfolio Management 

We take time to understand your personal goals and needs and build a custom portfolio to help you pursue your goals. 

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Financial Planning 

We have no "pre-packaged products". We thoroughly review your financial situation in order to make the best recommendations for you. 

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Annuity Assessment

Far too often we see clients who were sold annuities that don't meet their financial goals. We will review your annuity contract in detail to help you determine whether its right for you. 

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  Call Us Today 828-884-4929

Professional Portfolio Management 

Portfolio Management is far more than just buying stocks and hoping for the best. We combine a “Top-down” investment approach with personalized planning to build a portfolio customized for your long-term financial goals. Our proven approach has attracted investors from across the nation. Discover how we can build portfolios tailored to each client’s situation and financial goals and learn how we can do the same for you.

Our Approach

Investment Style&#160;<span id="_mce_caret" data-mce-bogus="1"><sup data-mce-bogus="1"></sup></span>

Investment Style 

We actively personalize your portfolio to tap into investment opportunities around the world. 

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<span id="_mce_caret" data-mce-bogus="1"><sup data-mce-bogus="1"></sup></span>Investment Philosophy&#160;

Investment Philosophy 

The Principals that guide our investment decisions. Rooted in the belief that we buy stocks in companies that exhibit potential for continued growth. 

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<span id="_mce_caret" data-mce-bogus="1"><sup data-mce-bogus="1"></sup></span>Top-down&#160;Approach

Top-down Approach

We broadly search macroeconomic factors such as the performance of the national economy, or entire sectors to guide our investment choices. 

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How We Customize Your Portfolio 

There is no "one size fits all" approach with portfolio construction. Discover how we build portfolios for each clients situation and financial goals.

We Get to Know You&#160;

We Get to Know You 

You tell us your financial goals and unique situation. 

Portfolio Review &#38; Recommendation

Portfolio Review & Recommendation

We do a detailed analysis of your portfolio, and review our recommendations with you.

Strategy Implementation

Strategy Implementation

We skillfully implement our strategy to work in your account. 

Ongoing Service

Ongoing Service

You and your advisor regularly discuss your portfolio and your ongoing needs. 

Meet Our Financial Professionals

Ty Hendrix

Ty Hendrix

LPL Branch Manager

(828) 884-4929

(828) 884-4930

Christy Davis

Christy Davis

Branch Operations Manager/ LPL Financial Advisor

(828) 884-4929

(828) 884-4930

Bill Hendrix

Bill Hendrix

LPL Financial Advisor

(828) 884-4929

(828) 475-3957

Carson Waddell

Carson Waddell

Financial Planning Intern

(828) 884-4929

(828) 475-3957

Gina Deak

Gina Deak

Administrative Assistant

(828) 884-4929

(828) 475-3957

Michael Edgar

Michael Edgar

Research Assistant

(828) 884-4929

(828) 475-3957

More Information About Ty Hendrix Investment Management 

Performance 

We take a long term view towards performance measurement. A majority of our investors are looking for their assets to last through retirement years, while generating income. 

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Fees

Fees are a crucial consideration for all investors. We charge a simple fee based on the size of your portfolio. Our fee structure is simple and straight forward. We always clearly explain every aspect of how are fees work.

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How to Get Started 

If you would like to see whether Ty Hendrix Investment Management is a good fit for you, contact us today. Our qualified professionals can provide you a complimentary portfolio analysis, including a breakdown of the fees you're currently paying. If you decide to become a client we have a team of experts who will help make the transition as smooth and seamless as possible. Once you become a client you'll have a dedicated investment advisor who will help guide you, as well as serve as a long term resource for information and support. 

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