A complete list of active advisors currently associated with Hillstrong

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

Hillstrong is a New York‑registered investment adviser that intends to provide discretionary portfolio management primarily for institutions and pooled vehicles. The brochure also indicates the firm offers services to individuals, high‑net‑worth clients, trusts, estates and charitable organizations, although it reported no clients or assets under management as of the brochure date. The firm describes a tactical allocation approach that may use fundamental, technical and cyclical analysis to manage risk and seek improved performance. Implementation tools span listed securities and ETFs (including inverse and leveraged ETFs), options (including uncovered strategies), fixed income, variable insurance products and a broad set of alternative investments such as private equity, hedge funds, private credit and real estate; the firm may also advise on held‑away assets on a non‑discretionary basis. Distinctive aspects include a very small, two‑advisor structure that combines senior Wall Street investment experience with advisers who have long broker‑dealer backgrounds and insurance licenses, enabling the firm to recommend insurance products for separate commission compensation (a potential conflict of interest disclosed in the brochure). Other notable features for a small, newly registered manager are the explicit willingness to employ leveraged/ inverse ETFs, uncovered options and a wide array of alternative vehicles, the absence of performance‑based fees, and the firm’s stated custody and trade execution arrangements with a national custodian.

To learn more about the advisors currently working at Hillstrong, 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.