I Worry My Money Isn't Doing the
Best It Can

Lack of a sound professional plan breeds worry, inactivity or paralysis. 

If your things feel scattered, piecemeal or incomplete to you, they most likely are.  HFM will work with you to create a road map that consolidates and organizes your financial affairs.  We will create a more efficient program that is attentive to risk and tests for a higher probability of success.  Knowing you have a better process to satisfy your specific goals will provide comfort that your resources are properly deployed.  Over time we will show you precisely how well you are doing.

Peace of mind comes when you put media hype and investing as a hobby in their proper place, identify what is truly most important to you, and focus your resources accordingly. 

When decisions are made in panic mode or for unclear or conflicting reasons, or assets are not allocated to address specific goals, there is a risk that important needs will not be met at the time they present themselves.  With your best interests at heart, HFM makes sure your investing is purposeful and well thought-out.  Whether it be growth, education, long-term income or retirement, you can be confident that you are moving toward what is important to you and your family over time.

Professional and competent team management makes a difference in ways you may not have needed until now. 

HFM’s seasoned portfolio managers have advanced educational degrees (MBAs) and/or professional credentials (CFAs) and have been doing this work for over 25 years. As your financial life and choices in the markets become more complicated, it demands the type of extensive and specialized experience HFM professionals can apply.  You will benefit from careful execution, direct access to the markets, tax-sensitive investing and diversification. You can rest easy that a whole team of people (not just one person) has its attention on your portfolio.