A complete list of active advisors currently associated with HATHER, Robert K

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Hather provides discretionary and non-discretionary investment management and portfolio management services to individuals, high net worth individuals, and corporations. As of December 31, 2025 the firm reported roughly $10.1 million in assets under management across 14 client relationships, typically managed as separately managed accounts. The firm follows a valuation-driven equity approach, screening a database of about 6,000 stocks for long-term opportunities using metrics such as price-to-earnings, price-to-book, price-to-sales and price-to-expected-growth, and favors distressed or out-of-favor sectors; portfolios are relatively concentrated with a target of about 20 holdings and initial long positions of roughly 4–5% of the portfolio. Hather uses three primary mandates (growth & income, growth, aggressive growth), considers tax effects to favor long-term capital gains, may allocate a substantial portion to cash equivalents when valuations are high, and on occasion sells short to hedge market exposure while avoiding net-short accounts. Compared with many solo independent advisers, the firm’s routine short-selling for hedging, tactical large cash allocations based on market valuation, and relatively concentrated single-equity focus are atypical features for a small advisory practice. The brochure also discloses a historical arbitration matter from 1999 related to concentration in a brokerage account; the firm maintains a Code of Ethics and uses a custodial relationship that provides research and operational services.

To learn more about the advisors currently working at HATHER, Robert K, 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.