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William H

Series 66, Series 63

Wilton, NH

Momentum Investment Research and Management, LLC

William Hurst is the principal advisor at Momentum Investment Research and Management, LLC in Wilton, NH. He holds the Series 66 and Series 63 designations and has 28 years of industry experience, including prior roles at Fidelity and Fidelity Brokerage Services. Momentum Investment Research and Management, LLC provides discretionary portfolio management and subadvisory services primarily to other advisers, as well as financial planning and account management for individual and high-net-worth clients. The firm employs a combination of fundamental, quantitative, technical, and modern portfolio theory analyses, focusing on equity-oriented, long-term trading strategies with discretionary trading authority.

College savings (529s, UTMA, etc.)
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