New Rochelle, NY Office

Drum Hill Capital primarily advises individuals and families, including individual retirement accounts, trusts, and charitable organizations, and offers discretionary managed account services, comprehensive household reporting, financial planning, and investment consulting. Like many peers, the firm works with both non‑HNW and high‑net‑worth clients and aggregates held‑away assets into consolidated reporting.

The firm’s investment process combines top‑down macro analysis with bottom‑up fundamental research and typically implements one of eight model asset‑allocation strategies ranging from fixed income to equity‑focused portfolios. Portfolios are constructed using a mix of individual equities, ETFs and mutual funds (generally targeting 18–22 individual equity positions), with a separate Focused European Equity model that holds roughly 15–20 non‑ADR European companies and is managed as a single model with limited account‑by‑account customization.

Compared with many supported firms, Drum Hill routinely uses margin (borrowing) and derivatives in separately managed accounts — employing options for hedging, income generation and certain spread strategies, and using margin when suitable and approved by clients. The firm also provides more extensive held‑away reporting and conducts due diligence on alternative and venture investments (including capital‑related guidance to founders), which it includes in household reporting rather than taking custody of those assets.