A complete list of active advisors currently associated with HPS Solutions LLC
Warmer can help you find a great advisor at HPS Solutions LLC or one who fits your needs even better.
HPS Solutions LLC provides investment supervisory and consulting services to a range of entities including individuals, trusts, charitable organizations, pension and profit‑sharing plans, and corporations, and it offers specialized 401(k) services through a Daily Valuation program and a 401(k) Pilot for plan participants. The firm reported no assets under management as of the brochure date and operates with a small advisory team structure. HPS develops client‑specific investment policies and works with a third‑party money manager to implement portfolios, describing a value‑driven, fundamental analysis approach that favors long‑term holdings, diversification, and a margin‑of‑safety; it may also employ option strategies such as covered calls and spreads in limited circumstances. Financial planning is offered in connection with supervisory services at no additional charge, and 401(k) plan administration is supported by third‑party administrators while investment decisions remain with the firm and its money manager. Notable distinctions include a formal affiliation with a majority‑owned certified public accounting firm, which creates a potential referral and service relationship handled under separate agreements, and the firm’s documented practice of selecting and referring clients to an external money manager, including past referral fee arrangements. HPS also conducts no‑cost educational seminars and workshops for investors and participates in an institutional custody/clearing platform that supplies operational and service benefits beyond core portfolio management.
To learn more about the advisors currently working at HPS Solutions LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
Lakeland, FL
| 4
|
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