Hafele Investments (HI) is a wealth manager and an
investment boutique offering services to wealthy families
and individuals. We are headquartered in Louisville, KY
and were founded in 2022. Carl Hafele is the Chief
Executive Officer as well as the Chief Investment Officer
and has over 35 years of investment experience.

Hafele Investments is affiliated with and offers advisory
products and services through Private Client Services, a
registered Investment Advisor, doing business as PCS
Advisors.

HI offers multiple investment strategies that include
exposure to traditional asset classes of stocks and bonds,
and where appropriate, we also include an allocation to
non-traditional asset classes of hedge funds and Senior
Living real estate funds.

Hafele Investments

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Hafele Investments

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Teams

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