Focused Experience
Halbert Hargrove has been in the wealth management business for more than 75 years. Our track record shows how powerfully wealth can grow over time.
Today, with offices in California, Colorado, Washington, Arizona, and Texas, we continue to invest in our people, innovative research and technological systems to provide the highest level of service for our clients. Private investors, corporations, endowments and foundations, and other nonprofit organizations rely on our asset management discipline, investment knowledge and objectivity to help them achieve strategic financial goals.
Our commitment
HH is an employee-owned firm, not controlled by any outside entity, independent of any product provider. We don't earn additional compensation for recommending a specific product manufacturer or emphasizing any particular type of product or service.
Our people
Halbert Hargrove's team process is carefully structured to bring our professionals' specialized expertise to bear in every aspect of managing your portfolio. Our team is your best resource: Knowing you well, our professionals can provide the best possible investment planning, implementation, oversight and client service.
| Regional Director |
The role of Regional Director at Halbert Hargrove is to establish client relationships, determine client needs and ambitions, and follow through to create a Roadmap for the implementation of client objectives and HH investment discipline. They are a repository of client knowledge with the ability to direct HH's resources and Family Advisory Systemsm to help achieve client goals. The purpose of the Regional Director is to assist clients in all components of their financial life.
| Relationship Manager |
The Relationship Manager at Halbert Hargrove partners with the Regional Director in the day to day servicing of the client relationship. Two key elements of their role are maintaining a strong relationship with individual clients and overseeing an exhaustive and comprehensive set of functions, each critical to overall portfolio outcome. The Relationship Manager coordinates with the Regional Director in all wealth advisory services, investment decisions, and non-investment related issues.
| Client Services Manager |
The Client Service Manager at Halbert Hargrove acts as the specialist in all administrative, client documentation, and Halbert Hargrove systems. By maintaining an open communication with clients, the client service manager keeps all regulatory paperwork up to date and assists clients with the Halbert Hargrove website. The Client Service Manager works on a team with the Regional Director and Relationship Manager to attend to all clients needs.
