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…
- they want a manager who is focused on growing their assets and on protecting their assets during times of volatility or crisis
- they want to know the people who are making decisions about their financial future
- they're overwhelmed by the complexity of managing the disparate parts -- they want a "one-stop-shop" that can coordinate all their wealth needs
- they want an advocate not a salesman
- they're tired of the constant turnover in key financial relationships.
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Families hire HMS because…
- they're concerned about the next generation's knowledge, interest, and ability to manage wealth
- they're looking for someone they can trust to take care of their spouse and/or children's financial future
- they want a manager who is focused on growing their assets and on protecting their assets during times of volatility or crisis
- they want to know the people who are making decisions about their family’s financial future
- they're overwhelmed by the complexity of managing the disparate parts of their portfolio -- they want a "one-stop-shop" that can coordinate all their wealth needs
- they want an advocate not a salesman
- they're tired of the constant turnover in key financial relationships.
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Trustees hire HMS because…
- they're frustrated with chronic trust department turnover, poor level of client service, and centralized "one size fits all" decision making
- they're looking for a manager to help them navigate the fiduciary landscape by providing a risk oriented approach to investing
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HMS employs the following mechanisms to safeguard your assets…
- Third party custodians (HMS never takes custody of your assets)
- Monthly statements provided directly from the custodian
- Daily online access to your account, via your custodian
- Industry-leading performance software provider (easy-to-read performance reports)
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If you'd like to learn more about how HMS can help you meet your financial objectives, please click here. | 
