A complete list of active advisors currently associated with Hunter Associates LLC
Warmer can help you find a great advisor at Hunter Associates LLC or one who fits your needs even better.
Hunter Associates serves a mix of individual investors (both non‑high‑net‑worth and high‑net‑worth), pension and profit‑sharing plans, charitable organizations, and corporate clients, and it also acts for pooled investment vehicles and private funds. The firm offers portfolio management (discretionary and non‑discretionary), financial planning, consulting, a manager‑of‑managers program, and historically sponsored a wrap fee program (“Hunter Portfolio Series”) that is not open to new investors. Advisory relationships begin with a written investment policy statement developed through client discussions, and investment decisions are informed by fundamental, quantitative, and qualitative analysis across long‑ and short‑term strategies (including use of options and hedging where appropriate). Hunter Associates reports managing roughly $1.34 billion in discretionary assets, monitors accounts at least quarterly, and may allocate portions of client portfolios to selected outside managers which it regularly reviews. Uncommonly for multi‑team firms, Hunter Associates is also a registered broker‑dealer (FINRA member) and conducts insurance agency activity, and several personnel are separately licensed as registered representatives or insurance agents—arrangements the firm discloses as potential conflicts of interest. Through affiliates (Hunter Private Capital Advisors and Hunter Private Capital I, LLC) the firm advises and manages private funds and pooled vehicles, discloses fund‑sponsor and syndication roles, and notes custody arrangements and audited financial statement procedures for those funds.
To learn more about the advisors currently working at Hunter Associates 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.
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