A complete list of active advisors currently associated with HScore Advisors LLC

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

hScore Advisors serves individual clients, including high-net-worth individuals, and business entities with discretionary portfolio management and a separate subscription service. The firm tailors an Investment Policy Statement for each portfolio management client and manages accounts on a discretionary basis to implement those plans. The firm’s investment process centers on a patented proprietary methodology called RMAP, which generates a custom client “Risk” score and applies separate scores to individual equities, ETFs, and mutual funds; hScore uses quantitative, fundamental, and technical analysis to construct portfolios from those scored securities. It also offers a subscriber-facing product that provides the same security and client scoring and portfolio recommendations on a DIY basis, with the quantitative model run daily. Notable differences from many peers include the firm’s small, single-advisor scale (roughly 20 advisory clients and several million in AUM) and its dual business lines of discretionary management plus a paid subscription ratings/pricing service. The firm also requires use of a specific custodian and discloses receipt of related research and services (soft-dollar benefits), a structural feature that can influence trade execution and research access.

To learn more about the advisors currently working at HScore Advisors 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.