Portfolio Management

Our Portfolio Management service is intended for clients who wish to leave the day-to-day supervision of their investments in the hands of a professional. Each client follows our unique 5-Step Process. Then your personal portfolio manager puts the investment strategy into effect, supervising your investments on a day-to-day basis. Each client receives detailed monthly, quarterly and year-end statements directly from Charles Schwab. Our clients also receive a comprehensive yearly performance review with their portfolio manager, plus additional communications from HFG throughout the year as appropriate.

Professional portfolio management frees you from the time commitment necessary to successfully research and oversee assets in your investment portfolio. Even if you are a knowledgeable investor, it may be more time-effective to focus your energies on your career and family life and leave the active monitoring of your investments to us.

Our Investment Policy Statement is written assurance your portfolio will be managed according to a mutually agreed upon strategy. Not only do we look after the day-to-day management of your investments, we also advise if a change in strategy should be considered. You always have access directly to the portfolio manager 24/7 with no middleman. For maximum transparency of your authorization is given to your portfolio manager to make investment decisions on your behalf, we document and log every manager’s action into a file completely available upon request.