Hammond Investment Management, LLC logo

Hammond Investment Management, LLC

Updated today

Client AUM

$10,928,120

Clients

20

Advisors

1

of 1 employees

About

Hammond Investment Management provides discretionary investment management and consulting to pension plans, municipal clients, and individual investors. For public plans and municipalities the firm manages assets in accordance with applicable state statutes, client investment policies, authorized investment lists, and cash‑flow needs.

The firm describes a long‑term, low‑turnover investment philosophy that emphasizes diversification and asset allocation, using both fundamental and technical analysis. The investment process begins with a detailed financial questionnaire and risk‑tolerance profile, leads to a written investment policy for client approval, and includes quarterly reporting such as portfolio allocation, performance review, target‑index comparisons, and maturity schedules.

What is distinctive for a firm of this size is its explicit focus on institutional and state/municipal clients, managing those accounts to statutory and policy constraints rather than solely retail objectives. The brochure also emphasizes fixed‑income solutions — including government and government‑agency bonds — and discusses the specific credit, interest‑rate, and liquidity risks of those holdings as part of customized policy and reporting practices.

Client services

Portfolio management

Expertise

Wealth management Income planning

Occupation focus

Retired

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Fee options

Percentage

$0 - $100,000: 1.25% (Equity and Balanced Accounts for Individuals) $100,001 - $250,000: 1.10% (Equity and Balanced Accounts for Individuals) $250,001 - $500,000: 1.00% (Equity and Balanced Accounts for Individuals) $500,001 - $1,000,000: 0.85% (Equity and Balanced Accounts for Individuals) $1,000,001 - $5,000,000: 0.75% (Equity and Balanced Accounts for Individuals) $5,000,001+: 0.50% (Equity and Balanced Accounts for Individuals) $0 - $100,000: 0.75% (Fixed Income Only for Individuals) $100,001 - $250,000: 0.65% (Fixed Income Only for Individuals) $250,001 - $500,000: 0.55% (Fixed Income Only for Individuals) $500,001 - $1,000,000: 0.45% (Fixed Income Only for Individuals) $1,000,001 - $5,000,000: 0.35% (Fixed Income Only for Individuals) $5,000,001+: 0.25% (Fixed Income Only for Individuals) $0 - $5,000,000: 0.35% (Institutional Fixed Income Management for first $5 million) $5,000,001 - $10,000,000: 0.25% (Institutional Fixed Income Management for next $5 million) $10,000,001+: 0.20% (Institutional Fixed Income Management over $10 million) $0 - $5,000,000: 0.75% (Institutional Fixed Income and Equity Management for first $5 million) $5,000,001 - $10,000,000: 0.50% (Institutional Fixed Income and Equity Management for next $5 million) $10,000,001+: 0.35% (Institutional Fixed Income and Equity Management over $10 million) $0 - $20,000,000: 0.10% (Investment Advisor Consulting Service for first $20 million) $20,000,001 - $40,000,000: 0.05% (Investment Advisor Consulting Service for next $20 million) $40,000,001+: 0.025% (Investment Advisor Consulting Service over $40 million)

Other

Account minimum: $100,000 Minimum fee: $2,500 minimum annual fee for institutional clients Fee-only: Fee-based only, no commissions accepted

Main office

Mokena IL

Advisors at this office

1

Most active in

Illinois

Also doing business as

Hammond Investment Management, LLC · Hammond, Timothy Patrick

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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