Broad selection of products from top investment firms

In today's highly sophisticated investment climate, new markets and products continually challenge serious investors to keep pace. You may be interested in an individual security, a specific mutual fund, or a product offering you haven't been able to secure elsewhere. At HH, we think investors' opportunities shouldn't be limited to the offerings of a single firm.

Broad access is essential if your goal is to invest with top-ranked providers in every category. We have extensive experience with a wide range of the industry's top providers of investment products. Our relationships with major investment management industry firms give our clients access to preferred products, along with trading and custodial alliances that make the process both seamless and cost-effective.

A key part of our strategy in managing risk and targeting above-benchmark performance is the use of institutional-grade investment managers. We also include passive or index components to lower overall costs and increase tax efficiency. Halbert Hargrove portfolio managers build client portfolios that are broadly diversified across five critical dimensions: asset classes, styles, managers, active/passive vehicles and market/non-market investment vehicles.