Naples, FL Office
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Andrew Hill Investment Advisors, Inc.
Supported
Firm-wide stats for Andrew Hill Investment Advisors, Inc.
About
The firm provides discretionary and non-discretionary asset management, modular financial planning, and pension consulting to a mix of individual clients, trusts, estates, charitable organizations, and employer-sponsored plans. In addition to typical retail clients, it also advises captive insurance companies and individual insurance owners, and offers services to plan participants and institutional plan sponsors.
Portfolios are customized to client objectives and documented in an investment policy statement, with ongoing monitoring and rebalancing; the firm uses a mix of fundamental, technical, cyclical, and behavioral analysis and incorporates environmental, social, and governance (ESG) factors into security selection. It also manages held-away retirement and HSA accounts via an order management system to implement tax-efficient asset location and opportunistic rebalancing across custodial arrangements.
Noteworthy differences from many peers include an affiliation with a law practice that the firm may recommend for legal services and the explicit focus on insurance-company clients, both of which are uncommon for firms of this type and size. The firm also offers project-based administrative transition assistance after a client’s death or incapacity and bills separately for extraordinary administrative work, indicating a broader operational service set than is typical among supported advisers.
Expertise
Occupation focus
Location
4089 Tamiami Trail North, Suite A203
Naples FL 34103
Advisors at this office
3
Advisors at this office
Christopher V
Series 65
Naples, FL
Andrew Hill Investment Advisors, Inc.
Christopher Vernon is a financial advisor with Andrew Hill Investment Advisors, Inc. in Naples, FL, holding a Series 65 credential and 10 years of industry experience. He has been with Andrew Hill Investment Advisors since 2016 and concurrently operates Vernon Litigation Group as an attorney since 2008. Outside of his advisory and legal work, he is involved with Griffon Force, LLC, a company focused on identity-theft protection and restoration, and Investor Life Guard LLC, an investor watchdog group. Andrew Hill Investment Advisors provides discretionary and non-discretionary asset management, modular financial planning, and pension consulting to individuals, trusts, estates, charitable organizations, and employer-sponsored plans, including captive insurance companies. The firm customizes portfolios with a mix of fundamental, technical, cyclical, and behavioral analysis, incorporates ESG factors, and offers services that extend to legal referrals and administrative assistance uncommon among similar-sized firms.
Andrew H
CFA®
Naples, FL
Andrew Hill Investment Advisors, Inc.
Andrew Hill is a CFA® charterholder and founder of Andrew Hill Investment Advisors, Inc. in Naples, FL, with 17 years of industry experience. He has led his firm since 2006. Hill serves as a board member for the Big Cypress Basin, an appointment made by Governor Ron DeSantis. Andrew Hill Investment Advisors provides discretionary and non-discretionary asset management, modular financial planning, and pension consulting to individuals, trusts, estates, charitable organizations, insurance company clients, and institutional plan sponsors. The firm’s investment approach includes customized portfolios guided by fundamental, technical, cyclical, and behavioral analysis, with ESG factors integrated into security selection.
Jennifer F
Series 65
Naples, FL
Andrew Hill Investment Advisors, Inc.
Jennifer Figurelli is a financial advisor at Andrew Hill Investment Advisors, Inc. in Naples, FL, holding a Series 65 designation with 13 years of industry experience. She has been with Andrew Hill Investment Advisors since 2010. Andrew Hill Investment Advisors provides discretionary and non-discretionary asset management, modular financial planning, and pension consulting to a diverse client base including individuals, trusts, estates, charitable organizations, captive insurance companies, and institutional plan sponsors. The firm customizes portfolios based on client objectives, incorporates ESG factors in security selection, and offers services that extend to project-based administrative assistance after client death or incapacity.
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