Hilty Wealth Management LLC

The firm provides ongoing, discretionary portfolio management to individual and high‑net‑worth clients and also offers advisory services to other investment advisers, using individualized Investment Policy Statements to document goals, time horizon, and risk tolerance. Services include asset allocation, security selection, and regular portfolio monitoring with quarterly reporting delivered through the account custodian.

Its investment approach combines fundamental and technical analysis and implements long‑term and short‑term trading alongside options strategies, primarily concentrating on equities and ETFs with a particular emphasis on equity options. The brochure discloses use of uncovered and spread option positions and frequent trading, which the firm characterizes as higher‑risk strategies managed under each client’s documented policy and the firm’s discretionary authority.

Distinctive features include a firm requirement that clients use a specific custodian (Interactive Brokers) and a stated practice of not aggregating trades for multiple clients, practices that can affect execution and pricing relative to many peers. The firm operates as a solo advisor with a small client base and openly discloses the principal’s outside business activities at a media/photography agency (approximately 160 hours per month, about half during market hours), a detail noted in the brochure as relevant to conflicts and operational availability.