A complete list of active advisors currently associated with H I Management Services Inc.

Warmer can help you find a great advisor at H I Management Services Inc. or one who fits your needs even better.

H I Management Services Inc. is a single‑adviser independent firm that provides discretionary asset management and portfolio management services primarily for individual and high‑net‑worth clients and, per its Form ADV, also reports serving a broader range of institutional and corporate clients—including pension and profit‑sharing plans, charitable organizations, insurance companies, banks and other investment advisers—which is an uncommon client mix for a solo adviser. Client relationships are documented with individual investment profiles and the firm allows clients to impose written restrictions on investments. The firm describes an investment process that combines fundamental, technical, charting and cyclical analysis to construct client‑specific strategies and uses discretionary authority to implement those strategies. Account oversight is performed at least quarterly, with reviews that cover risk tolerance, rebalancing opportunities and tax‑loss harvesting, and the firm employs both long‑term and short‑term purchase approaches as part of its toolkit. Distinctive features noted in the brochure include the firm’s reporting of multiple institutional client types despite its small, single‑advisor structure and a recent leadership transition following the passing of the former principal. The ADV also discloses prior state administrative enforcement orders involving civil penalties and suspensions for the principal, and the firm states that clients receive and vote their own proxies rather than the adviser voting them.

To learn more about the advisors currently working at H I Management Services Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.