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.

Important Documentation

What Type of Investor Are You?

This questionnaire is designed to help you gain an in-depth understanding of your investment objective, which serves as the foundation for your portfolio and guides us in making investment recommendations.

Download

H&A Investment Strategies: Portfolio Construction

Portfolio Construction is the analytical and disciplined process of building and maintaining individual portfolios with risk and return characteristics that are aligned with each client’s unique needs, goals, and risk tolerance.

Download

H&A Investment Strategies: Very Conservative

The Very Conservative Investment Strategy seeks current income along with a measured level of real growth of principal and income via investing in a portfolio that is roughly allocated to two-thirds bonds.

Download

H&A Investment Strategies: Balanced Portfolio

The Balanced Investment Strategy seeks both capital appreciation, as well as a measurable amount of current income and stability via investing in a portfolio that is divided roughly equal between stocks and bonds.

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.