Hammer Asset Management, LLC

Hammer Asset Management provides discretionary portfolio management to individuals (including high-net-worth clients), retirement plans, and charitable and institutional accounts, covering both taxable and tax-advantaged holdings. The firm charges advisory fees based on assets under management and delivers ongoing monitoring and periodic performance reporting.

Investment decisions are driven by a proprietary, quantitative framework that blends fundamental and technical analysis for equity selection and a forward-rate, fact-based model for bonds. Its asset-allocation process explicitly computes the probabilities that stocks, bonds, or cash will outperform over a client’s chosen time-horizon and implements either an optimization approach or an immunization approach tied to client liabilities and return objectives.

Noteworthy for a small, long-established advisory practice, Hammer Asset emphasizes bespoke quantitative tools—cross-correlation and stochastic analysis—to build concentrated buy lists (typically 25–35 names) and targets multi-year holding periods for equities. The firm operates without broker-dealer affiliation, does not vote client proxies (clients retain that responsibility), and maintains solicitor agreements with other registered advisers while documenting remote-capable business-continuity procedures.