Colorado Springs, CO Office

Hemispheres Investment Management provides discretionary portfolio management primarily to individual clients, including both high-net-worth and non-high-net-worth households, and offers tailored equity, fixed income, balanced and specified asset-class portfolios. The firm manages client accounts on a discretionary basis, requires clients to custody assets at Charles Schwab, and generally applies a negotiable $100,000 account minimum and household aggregation where appropriate.

The firm follows a value-oriented, fundamentally driven investment process that seeks undervalued securities and asset classes with a long-term holding intent, using financial ratios and global fundamental analysis to assess risk/reward. Investment instruments employed include global equities (including emerging markets and OTC issues), corporate and government debt (investment and below-investment grade), ETFs, preferreds, convertibles, and options strategies such as covered call-writing; the firm may also utilize margin in client accounts.

Compared with many peers, Hemispheres notably uses derivatives strategies (options) within separately managed accounts to reduce risk, generate income and address tax considerations, a practice that is relatively uncommon among similarly sized supported firms. The firm’s investment team brings multi-decade experience in emerging markets and fixed-income investing, and the small advisory roster with a concentrated client base supports frequent account reviews and individualized portfolio constraints.