Great Hill Advisory

Great Hill Advisory serves individual and high‑net‑worth clients as well as charitable organizations, offering comprehensive financial planning, discretionary portfolio management, and referrals to third‑party money managers. The firm also includes individual income tax preparation as part of its full‑service wealth management offering and manages roughly $218 million in discretionary assets.

The firm’s investment approach is primarily passive, building asset‑class portfolios with index mutual funds and ETFs, emphasizing asset allocation, low turnover, and tax efficiency, and tailoring portfolios to each client’s risk tolerance and investment policy. For certain client relationships the firm may implement more advanced strategies — including the use of derivatives in separately managed accounts — and may engage outside managers to implement portions of a client’s strategy.

Noteworthy features include the integrated tax preparation service for full‑service clients and the firm’s delivery of educational seminars and workshops, both of which are less common among peers. The firm discloses relationships with affiliated private investment vehicles and that it provides non‑investment services to third parties, and it outlines policies to identify and address the resulting conflicts of interest.