Our active investment process prioritizes listening. Forthright conversations lead to better decisions and better financial outcomes.
Discovering What You Truly Want
To build the portfolio best suited to your needs, we strive to know as much about your life’s aims as we can. Working with a leading researcher from UC San Francisco, we’ve adopted an innovative discovery process that helps us gain a clear understanding of your deeper concerns and aspirations.
Portfolios Informed by Decades of Experience
Our proprietary practices and expert resources—including manager selection, due diligence and portfolio construction—have been developed and tested over decades. Every portfolio holding is under continual scrutiny by our investment team.
Keeping your HH Portfolio in Balance with your Outside Holdings
If you hold investments outside your HH portfolio, including tangible assets like real estate, we’ll evaluate and adjust for risk across the entirety of your holdings. The objective: achieving a balance of risk and reward that fits your situation.
Concentrated stock positions
Do you hold more than 10% in a single company’s stock? We can help you manage and unwind the risks posed by outsized, undiversified holdings. Please contact us if you’d like more information on our customized solutions.
HH’s Alternative Investments Sleeve is designed to help clients gain exposure to unique strategies and asset classes—generating returns differently than stocks and bonds and reducing risk. Contact us if you’d like to explore whether this strategy is right for you.
Socially responsible investing
Our SRI portfolio solution integrates multiple strategies to balance risk, return, and positive social impact. If you’re interested in adhering to responsible, sustainable investing without sacrificing investment discipline, contact us to send you HH’s SRI overview.