A complete list of active advisors currently associated with HFG Advisors Inc.
Warmer can help you find a great advisor at HFG Advisors Inc. or one who fits your needs even better.
HFG Advisors, Inc. provides discretionary portfolio management and comprehensive financial planning to individual and high-net-worth clients, addressing retirement, estate transfer, tax planning, stock option strategies and related areas. The firm constructs diversified portfolios using equities, bonds, mutual funds, ETFs and other alternatives with a long-term, buy-and-hold emphasis. Investment selection is driven primarily by fundamental analysis and portfolios are managed and reviewed on an ongoing basis with formal reviews at least annually; custody is arranged through Pershing (via Osaic) or Charles Schwab. HFG communicates recommendations through written client agreements and offers financial planning on hourly or fixed-fee terms alongside its managed-account services. What is distinctive about HFG compared with most peers is that its advisory representatives are dually registered as registered representatives and investment-advisory representatives of Osaic Wealth, Inc. (a FINRA-registered broker-dealer and a registered investment adviser) and are licensed insurance agents, and they may offer and sell commissionable securities and insurance products. The firm routes advisory activity through Osaic for FINRA supervisory purposes and participates in Osaic programs that can affect transaction charges and product availability, a relationship the brochure identifies as a potential source of conflicts of interest.
To learn more about the advisors currently working at HFG Advisors 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.
Name |
Location |
Years of experience |
|---|---|---|
Kalamazoo, MI
| 7
| |
Kalamazoo, MI
| 43
|
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