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MAY 7th: What’s Ahead for the Markets and Economy – REGISTER TODAY

This page serves as the annual delivery of the updated Disclosure Brochures for separate account managers that HH uses for its existing clients.

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The documents are current as of 04/15/2026.

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Since the sole purpose of this page is to facilitate the annual delivery to existing clients, the documents will not be updated until the next annual delivery. You can find the most recent version of a manager’s brochure by clicking here: https://adviserinfo.sec.gov/ and searching for the manager under the “Firm” search. As such, this page is not intended for delivery of a manager’s disclosure brochure to a new or prospective client.

AQR Capital Management

Carret Asset Management

MAI Capital Management

Pacific Investment Management Company (PIMCO)

Parametric Portfolio Associates

SpiderRock Advisors