A complete list of active advisors currently associated with HFP Investments

Warmer can help you find a great advisor at HFP Investments or one who fits your needs even better.

HFP Investments serves individual investors, high-net-worth individuals, trusts and estates and manages a small number of client relationships with roughly $3.56 million in assets under management. The firm provides discretionary asset management along with portfolio review services for accounts held away, retirement income planning, and financial consulting. The firm typically accepts discretionary authority to implement portfolios tailored to each client’s goals, time horizon and risk tolerance, employing fundamental, technical and cyclical analysis as part of its security selection process. Client accounts are reviewed at least quarterly and custody and trade execution are handled through a designated institutional custodian, with regular reporting provided to clients. The firm’s principal is also a licensed insurance agent who sells life, accident and other insurance products and receives separate commission compensation for those sales; being an insurance agent is relatively uncommon among independent advisers (about 12% do so). The brochure discloses this dual role and describes procedures to mitigate conflicts of interest, and clients are not required to purchase insurance products from the adviser.

To learn more about the advisors currently working at HFP Investments, 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.