Charleston, SC Office

Hilton Head Capital Partners provides ongoing portfolio management, financial planning and consulting services to individuals (including high‑net‑worth clients), small businesses and trusts. The firm also offers selection-of-adviser services and, in limited instances under separate agreements, provides fiduciary services where employees may act as trustee or hold power of attorney for clients.

HHCP constructs individualized investment policy statements and combines model allocations with tailored recommendations, generally favoring equities while also using mutual funds, ETFs and fixed income to diversify portfolios. Their investment process draws on charting, fundamental and technical analysis and employs both long‑ and short‑term strategies — including the occasional use of short sales, margin and options — with many client accounts managed on a discretionary basis.

Noteworthy distinctions include the firm’s practice of offering fiduciary services under separate agreements and its stated approach to include or pay third‑party manager fees when directing clients to outside advisers, which can affect how clients are billed and how outside managers are selected. HHCP also operates with an outsourced chief compliance officer, directs custody to institutional platforms (Raymond James and Schwab) for trading and operational support, and reports no disciplinary history in its brochure.