Press Release
10.07.2020
CNBC Names Halbert Hargrove one of 2020’s Top 100 Financial Advisory Firms

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Press Release
09.08.2020

Halbert Hargrove Named Best Place to Work by the Los Angeles Business Journal and Investment News

LONG BEACH, Calif., Sept. 8, 2020 /PRNewswire/ — Halbert Hargrove, fiduciary investment management and wealth advisory firm with $2.5B AUM, has been recognized by both the Los Angeles Business Journal and InvestmentNews as one of the best advisory firms to work for in 2020. The firm has consistently received this award from both outlets and has also been named one of the top 100 …

Press Release
12.03.2019

CNBC Names Halbert Hargrove as One of the Top 100 Financial Advisory Firms in 2019

Halbert Hargrove (“HH”), a fiduciary investment management and wealth advisory firm, has been recognized by CNBC as one of the 2019’s top-rated advisory firms. Also named in 2015, Halbert Hargrove is one of only 100 companies across the entire wealth management industry honored for its dedication to clients, and the ability to offer a complete planning and financial service that is essential …

Press Release
01.15.2019

Halbert Hargrove Celebrates 85th Anniversary with New Hires and Best Places to Work

LONG BEACH, Calif., Jan. 15, 2019 /PRNewswire/ — Halbert Hargrove, a fiduciary investment management and wealth advisory firm headquartered in Long Beach, California, is capping off a celebration of the company’s 85th anniversary with the announcement of five new hires and the firm’s inclusion in the Los Angeles Business Journal’s “Best Places to Work in Los Angeles” list. The “Best Places …

Press Release
04.06.2018

InvestmentNews Names Halbert Hargrove as “Best Place to Work” Showcasing Recent Growth

Wealth advisory firm expands operations, opening a new office in Houston   LONG BEACH, Calif., April 6, 2018 /PRNewswire/ — Halbert Hargrove, a fiduciary investment management and wealth advisory firm headquartered in Long Beach, California, has been recognized by InvestmentNews as a “Best Places to Work” for financial advisers. As a 2018 recipient of the inaugural InvestmentNews “Best Places to Work” award, Halbert Hargrove was …

Press Release
02.27.2018

Halbert Hargrove Sponsors the 2018 Stanford University Design Challenge, Amplifying Innovative Developments in Longevity

LONG BEACH, Calif., Feb. 27, 2018 /PRNewswire/ — Halbert Hargrove, a fiduciary investment management and wealth advisory firm headquartered in Long Beach, CA, announced their sponsorship of the Stanford Center on Longevity 2018 Design Challenge, a global competition focused on encouraging students to motivate and empower others in both their homes and communities. Halbert Hargrove was the founding sponsor of the …

Press Release
10.18.2017

David Koch Completes Yale’s School of Management EDHEC Risk Certificate

The purpose of the program is to utilize the latest academic insights to help investment professionals better understand and implement advanced investment approaches and methodologies. “What that means for our clients is that we’re bringing the latest research and state-of-the-art investment practices to Halbert Hargrove’s Investment Committee – much of which have not yet entered …

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