Private Wealth

You’ve worked hard all your life and you’re proud of your accomplishments. Now that you’ve accumulated assets, you’re wondering how to best manage them in order to support your lifestyle and your family.

Or perhaps you’re just starting to plan for your financial future. You’re currently building assets while laying the groundwork for what you need now and what you’ll need down the road.

Wherever you are in your financial journey, we’re here to help. Learn more about the wealth management services, support, and reassurance we offer to every client at every stage of life.

Investment Management

Our investment advisors and portfolio managers have more than 100 years of combined market experience that spans more than three full market cycles. This expertise is at the foundation of every relationship with our clients.

Our H&A Investment Committee meets weekly to review performance within H&A strategies, discuss market performance and activity, and review H&A tactical allocation positioning.

Our investment process adheres to time-tested investment methodologies that have captured as much in market gains as possible, while keeping risk within tolerable levels and portfolio expenses to a minimum.

Our portfolios are globally diversified, cost-effective, and tax-efficient. We participate in all of the core publicly traded sub-asset classes, generally in close proximity to market neutral weights. Generally, we don’t make use of alternative investments because of their high expenses and mediocre long-term performance record. We will manage risk and capture excess return via modest portfolio tilts that are valuation-driven.

At H&A, our investment strategies are often described as passive at the security level, but active at the portfolio level. Within most sub-asset classes, we prefer the allocation precision and cost advantages of passive funds. We employ active managers in those less efficient areas of the market, where historical data shows that superior research can lead to investment outperformance. Turnover within our portfolio is low, in order to keep taxes and expenses to a minimum.

Our investment reporting process is focused on transparency and customization. We’ll work to help you know and understand your portfolio returns and risk levels, and we’ll provide information to you in the ways that work best for you.

We also offer cash management portfolios that target higher yields for short-term funds and provide analysis of private equity investments, integration, and tracking within your overall strategy.

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.