Resources

We're here to help you understand every facet of preparing for your financial future. Use our resources to better understand the financial planning process and how we work for you.

Resource Category: Investment Strategies

H&A Investment Strategies: Equity Plus

The Equity Plus Investment Strategy seeks capital appreciation via investing primarily within a portfolio of stocks.

Download

H&A Investment Strategies: All Equity

The All Equity Investment Strategy is an aggressive growth strategy that seeks capital appreciation and wealth growth via investment within a portfolio of stocks.

Download

H&A Investment Strategies: Cash Alternative Strategy

The Cash Alternatives Strategy seeks to maximize current income while reducing the interest rate risk within a diversified portfolio of bonds with an average credit quality of investment grade.

Download

Speak with an H&A Advisor

We’re only a phone call or email away. Whether you have a question about building and managing your wealth or planning for your future, or if you just want to get to know us better, we would love to hear from you.