|
H&S specializes in offering "comprehensive financial planning" and "portfolio design and management" services. For more than 25 years, H&S has been helping individuals reach their financial goals without conflicts of interest or undue pressure from Wall Street.
A major factor affecting one's quality of life has been the ability to acquire and manage financial resources. As H&S assists its clients in the management of their wealth, our philosophy is that every client is entitled to honest, professional, and personalized service, and has the right to have his/her financial goals heard and understood - it is a responsibility taken quite seriously. Integrity, vision, and experience are some of the firm's characteristics that benefit our clients.
The key to H&S's ability to deliver a high level of client service is the firm's selectivity in terms of the market segments in which it specializes, the type and size of assignments it chooses to handle, and the people who are asked to join the firm.
Clients who reside throughout the United States include business owners, professionals and corporate executives, as well as people who have retired from those positions. H&S also works with a number of widowed and divorced individuals and provides investment management services to IRA and Keogh accounts, trusts, foundations, and corporate retirement plans including 401(k)'s.
|
|
Throughout its history and still true today, H&S has resisted the temptation to expand beyond the reach of direct principal involvement and initiative, preferring to attempt to achieve a high level of performance rather than a high volume of business. Its dedicated search for new ways to render value-added service to clients is ongoing and exemplifies the firm's forward-looking philosophy.
H&S's dedication to the traditional values of selectivity and client service has benefitted the firm's clients. This dedication is the hallmark of H&S's continuing success. Back-office support, which includes various accounting, record keeping and internal control operations, is viewed as an opportunity to reinforce client relationships through efficient and responsive service.
For most people the horizon is as far as they can see. But for H&S it represents the threshold to an unseen world of new opportunities. H&S is constantly searching for solutions that lie beyond the obvious. We combine insight, knowledge, and original thinking to create new opportunities. We've done it for others. We can do it for you.
|
