Press Releases

Hotaling Investment Management, LLC Transitions to Independent Registered Investment Advisory Firm

New Entity to Offer Even More Client Service

November 1, 2012, Wayne, PA – Hotaling Investment Management, LLC, a respected investment management and financial planning firm, announced today it is now a fully independent Registered Investment Advisor. Bruce Hotaling, CFA, managing partner and founder, said, “Our team could not be happier with this transition. We will now be better positioned to deliver customized portfolio management to our clients as an independent firm. But first, of course, our hearts go out to all those in need after this unprecedented storm.”

Hotaling Investment Management, LLC is now headquartered in the heart of Wayne at 100 West Lancaster Avenue, Suite 105, Wayne, PA, 19087. The main office number is 610-688-0616, and the website for the new firm can be found at www.hotalingllc.com.

Hotaling, a Wayne resident for nearly 20 years, is a graduate of Hobart College and The American University. He continued his pursuit of professional education, and in 2006 earned the Chartered Financial Analyst (CFA) designation, one of the highest degrees available in the financial services industry. After an initial career in commercial banking, he transitioned his skills to providing customized investment advice to wealthy families, institutions, and foundations. Wealth for Women is a primary area of concentration for Hotaling and his team, focusing on the investment needs of women in transition, whether from divorce, widowhood, or other circumstance.

Current clients of Hotaling Investment Management, LLC will continue to be served by an outstanding team, including:

Valerie-Clark Roden, who serves as primary client contact and heads business development as well as corporate communications efforts and events.

Eileen J. Paul, CFP, whose primary responsibilities include investment analysis, daily trading, and performance monitoring. She is also responsible for financial planning, insurance overviews, and retirement feasibility assessments.

Justin Brooks, who handles all cash management and fixed-income clients, with a particular emphasis on homeowner associations. He is also in charge of operational requirements and ongoing compliance for the office.

Hotaling Investment Management, LLC will use Charles Schwab Institutional as its custodian for its client accounts. Schwab, a San Francisco-based firm, is well regarded among investment advisors and investors as a reliable custodian, with quality reporting and client interface. Schwab’s continuing investment in technological innovation and client service make it consistently among the highest-ranked custodians in the financial services industry.


Bruce Hotaling, CFA
Managing Partner