A complete list of active advisors currently associated with HMS Investment Advisors

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

HMS Capital Management, LLC provides discretionary investment management and financial consulting to individuals, high‑net‑worth clients, charitable organizations, corporations and insurance companies. The firm offers eight model portfolios spanning growth, income and balanced strategies, and also provides financial planning and Family Wealth Advisor (family office) services such as consolidated reporting, bill payment, trustee selection and coordination with estate and tax professionals. HMS selects securities primarily through fundamental analysis, supplemented by quantitative and technical inputs, across domestic and international equities, fixed income, mutual funds and ETFs, and rebalances portfolios at least annually. The brochure describes a Tactical Hedge overlay that can be added to equity strategies—an options-based derivative program using protective puts and speculative calls that the firm characterizes as a higher‑fee, risk‑mitigation overlay offered in separately managed accounts. The proxy materials and disclosures note features that differentiate HMS from many team firms: as of the brochure date the firm reported $295,776,087 in discretionary assets under management and an additional $83,199,011 in assets under advisement, and it explicitly offers consulting and aggregation for client assets not managed by HMS. The combination of formal family‑office services (acting as a gatekeeper, negotiating banking relationships and facilitating trustee selection) and the documented use of options/derivative overlays in SMAs are statistically uncommon among peers and may matter to clients seeking consolidated wealth oversight together with active derivative strategies.

To learn more about the advisors currently working at HMS Investment Advisors, 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.