Long Beach, California, August 4, 2021 —Today, Los Angeles Business Journal named Halbert Hargrove, a fiduciary investment management and wealth advisory firm with $2.7B in assets under management (AUM), one of 2021’s Best Places to Work in Los Angeles. This is the fifth year Halbert Hargrove has been named as a best place to work by the annual program.
The list, which is made up of 100 companies, was created by the Los Angeles Business Journal and Best Companies Group. The annual ranking is designed to identify, recognize and honor the best employers in Los Angeles, benefiting the county’s economy, workforce and businesses. In addition to being named a Best Place to Work by Los Angeles Business Journal, Halbert Hargrove was also listed in Financial Advisors Magazine’s RIA Survey & Ranking for 2021.
“At Halbert Hargrove, we focus on our firm culture and the education of our employees – ensuring employees have both personal and professional success is our goal,” said JC Abusaid, President, Halbert Hargrove. “Our team is the foundation of who we are, and without them we wouldn’t be able to fulfill our mission of providing clients with quality financial advice through every stage of their lives. We are honored to be once again recognized for our commitment to the firm’s culture.”
Halbert Hargrove offers its employees clear opportunities for advancement, an incentive equity plan granting company shares to employees, and annual recognition for AUM milestones. They offer unlimited paid time off and paid sabbaticals. Employees are also encouraged to continue their education with graduate degrees or financial certifications, which Halbert Hargrove pays for.
“We want everyone to have a well-lived life, and that includes our employees. They are the heartbeat of this company and their hard work, ambition, and dedication to excellence deserves to be rewarded,” said Russ Hill, Chairman and CEO, Halbert Hargrove. “Thank you to our entire team for their commitment to Halbert Hargrove and our clients.”
These wins come on the heels of Halbert Hargrove’s rollout of LifePhase Investing, which addresses different phases of investing in each stage of a client’s life. The philosophy helps clients course-correct their current economic reality to align with their real-life goals, which is not always age-dependent. On September 30, 2021, the firm will be hosting a virtual webinar, ‘Fearless Money Talk’, meant to inspire investors to have open, honest, and even difficult conversations about money in order to have a well-lived life. For more information or to register for the webinar, click here.
Halbert Hargrove has eight offices across the country, with a total of 42 employees. In addition to its Long Beach headquarters, locations include San Diego and Costa Mesa, California; Denver, Colorado; Bellevue, Washington; Scottsdale, Arizona; and The Woodlands and Houston, Texas.
About Halbert Hargrove
Halbert Hargrove Global Advisors, LLC, is a fiduciary investment management and wealth advisory firm that provides investment management, wealth advisory, financial planning, and consulting services to individuals, families, charitable organizations, and trusts. Founded in 1933, Halbert Hargrove is headquartered in Long Beach, CA, and has approximately $2.7B assets under management. For more information, please visit www.halberthargrove.com. For more information about the awards and accolades listed above, please visit: https://www.halberthargrove.com/industry-awards/.
How do you balance having the life you want to enjoy today with what you’re going to need in the future? Are you doing what it takes to enter your dream retirement? TAKE OUR QUIZ to find out.
