A complete list of active advisors currently associated with Hillcrest Wealth Advisors - NY, LLC
Warmer can help you find a great advisor at Hillcrest Wealth Advisors - NY, LLC or one who fits your needs even better.
Hillcrest Wealth Advisors - NY, LLC provides discretionary investment management, financial planning, and portfolio reporting and monitoring to individuals, high‑net‑worth clients, corporate executives and certain institutional clients such as endowments and trusts. The firm also advises on IRA rollovers and offers held‑away investment consultation for assets not custodied with the firm. The firm implements individualized Investment Policy Statements and generally manages accounts on a discretionary basis, using a diversified core built around index ETFs for large‑cap exposure and supplemented by active mutual funds, separate account managers, and bond strategies that can include laddered portfolios or institutional managers. Portfolios commonly include a satellite ETF sleeve (typically limited to around 10% per sector), and the firm uses the Charles Schwab institutional platform for custody, execution, and reporting, with semi‑annual summary reports provided and more frequent reporting available on request. What is distinctive about the firm is its solo‑practitioner structure combined with a relatively large asset base for a one‑advisor operation—managing roughly $390.7 million in discretionary assets while also reporting additional assets under advisement—which places it in an uncommon assets‑per‑advisor category among peers. The firm’s operational disclosures also note practices that differ from many peers, including a policy of not aggregating client trades and regular use of third‑party separate managers alongside its core passive strategy.
To learn more about the advisors currently working at Hillcrest Wealth Advisors - NY, LLC, 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 |
|---|---|---|
Holmdel, NJ
| 24
|
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