Investment Management
for Individual Investors

Who We Work With: Individuals, Families, Trustees

What we do: We help you build wealth and more importantly we help you protect the wealth you have already achieved.

How We Work with Clients:  We can manage all of your wealth via a flexible, comprehensive, investment portfolio designed to meet your needs;

or…

We can manage a portion of your wealth in conjunction with your other advisors via one of our distinct investment strategies.

We manage portfolios and we are paid a fee for managing them. We do not receive any commissions, there are no hidden fees, and we are not paid to sell you products.

If you are successful, then we are successful.


Learn why people hire HMS:

Individuals hire HMS because


Families hire HMS because


Trustees hire HMS because


HMS employs the following mechanisms to safeguard your assets


If you'd like to learn more about how HMS can help you meet your financial objectives, please click here.