HMS Investment Advisors

Dana Brisendine is a financial advisor at HMS Investment Advisors with 19 years of industry experience. He holds a Series 63 designation and has been with HMS Capital Management, LLC since 2009. HMS Investment Advisors provides discretionary portfolio management and financial consulting primarily to individual and high-net-worth clients, as well as charitable organizations, corporations, and insurance companies. The firm uses fundamental analysis across multiple model portfolios, blending various asset classes and offering specialized strategies including options overlays, while also advising on assets not directly managed by HMS.

Philip Thomas is a financial advisor at HMS Investment Advisors with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at HMS Capital Management since 2013, following prior roles at Harmony Investment Management and Robert Baird & Co. HMS Capital Management provides discretionary investment management and financial consulting to individuals, high-net-worth clients, charitable organizations, corporations, and insurance companies. The firm employs a fundamental analysis-driven approach supplemented by quantitative and technical inputs, offers a range of model portfolios, and provides family office services alongside a tactical options-based hedge overlay available in separately managed accounts.

George Stadler is a CFA® charterholder with 16 years of industry experience. He has been with HMS Capital Management, LLC since 2009. HMS Investment Advisors provides discretionary portfolio management and financial consulting primarily to individual and high-net-worth clients, as well as charitable organizations, corporations, and insurance companies. The firm uses fundamental analysis across multiple model portfolios and offers services that include financial planning, family office support, and advisory relationships involving assets not directly managed by HMS.

Bryan Fastenau is a CFA® charterholder with seven years of industry experience. He has worked at HMS Capital Management since 2018 and previously spent 30 years at US Trust. He is based in Nashville, TN. HMS Investment Advisors provides discretionary portfolio management and financial consulting primarily to individual and high-net-worth clients, as well as charitable organizations, corporations, and insurance companies. The firm employs fundamental analysis across multiple model portfolios that include a mix of domestic and foreign equities, fixed income, mutual funds, and ETFs, and it also offers specialized strategies such as a Tactical Hedge overlay.

Portia Wells is a CFP® professional with 11 years of experience in financial advising. She has been with HMS Capital Management, LLC since 2016. HMS Investment Advisors provides discretionary portfolio management and financial consulting primarily to individual and high-net-worth clients, as well as charitable organizations, corporations, and insurance companies. The firm uses fundamental analysis across multiple model portfolios blending various asset classes and offers services including Family Wealth Advisor support and asset analysis beyond those it directly manages.

Angela Robinson is a CFA® charterholder with 18 years of industry experience. She has been with HMS Capital Management, LLC since 2009. Robinson holds the Series 63 designation and is based in Nashville, TN. HMS Investment Advisors provides discretionary portfolio management and financial consulting primarily to individual and high-net-worth clients, as well as charitable organizations, corporations, and insurance companies. The firm uses fundamental analysis across multiple model portfolios blending domestic and foreign equities, fixed income, mutual funds, and ETFs, and also offers family office services and asset analysis for non-managed holdings.