Transparency

Our clients matter to us. Halbert Hargrove's high client retention reflects our commitment to earning clients' trust through all market environments. At Halbert Hargrove, frequent, clear and informative communications are an important part of our client relationships. So is making real-time portfolio information available. And so is our fee structure and independence from product providers, so that clients can be assured of our objectivity.

Increasingly, the Halbert Hargrove paradigm is becoming the investment management industry norm; we've been pursuing this conflict-of-interest-free model for more than 20 years. As an advisory fee-based firm, the better your investments perform, the more we benefit as well. What this means for clients is that we are always guided by your best interests.

We keep you informed
Our Client Roadmap System is a graphic representation of the process we follow in managing clients' wealth. Each client has a separate form of this roadmap, custom tailored to the critical issues faced by that person or organization.

All of these features are tied into a transparent document management system that permits us to store important client documents in a secure, electronic format. This makes these documents accessible to clients and any advisors they choose. Client documents are completely under their control at all times.

While we can't guarantee the strategies we recommend will always succeed, we meet with you on a regular basis to objectively evaluate how well your investment strategy is performing compared to your investment policy. In an annual portfolio review, we'll explain your portfolio's performance relative to industry benchmarks and comparable alternatives as well as to your individual goals. You'll be kept informed about what happened, why it happened, where you stand and what adjustments should be made for the year ahead.

Up-to-date information
At HH, we believe the best investor is an informed investor. We're available at any time to discuss concerns and answer questions, and we also provide in-depth written commentaries. In addition to your account information, available around the clock through your personal, secure web page, we provide our clients with our in-depth Quarterly Report, which consists of HH's Time & Money and Investment Review. For those interested in economics and market action, we provide a narrated internet presentation at the end of each calendar quarter as well.

Each quarter, Time & Money reports on wealth advisory subjects, some element of the investment environment, on investments generally, or about the practice of making investment decisions.

The Investment Review is a comprehensive report on your consolidated portfolio holdings and results—facts and figures that your wealth management team will periodically review with you, making adjustments over time so that your investments continue to meet your needs and goals.

Our internet presentation is guided more heavily by the most recent quarter and year in the economy and financial markets around the world. We use it to provide broader context for your personal report.