Manage and grow your portfolio with HFG.
Your goals are aligned with our goals. Our open architecture solutions center on unbiased advice built on fiduciary best practices. We are legally and ethically obligated to view and manage your assets with the utmost prudence and care.
Central to our approach is a relevant and dynamic portfolio that meets your needs through today’s changing market dynamics.
Our asset management services include:
- Investment policy statement preparation
- Asset allocation creation
- Investment manager recommendations
- Ongoing portfolio monitoring and due diligence
- Attend investment committee meetings and provide meeting minutes to further
document the due diligence process
- Leveraging private wealth strategies and solutions