A complete list of active advisors currently associated with Hunter Investment Services LLC
Warmer can help you find a great advisor at Hunter Investment Services LLC or one who fits your needs even better.
Hunter Investment Services LLC provides ongoing portfolio management and financial planning to individual clients (including high-net-worth individuals) and, unusually for its peer group, also serves charitable organizations and corporate/business entities. Services include the creation of individualized Investment Policy Statements and discretionary management across mutual funds, equities, fixed income, ETFs, real estate funds, private placements, annuities, and other securities. The firm documents client goals, time horizon, and risk tolerance in an IPS and typically manages accounts on a discretionary basis with at least quarterly reviews and custodian-provided reporting. Its investment approach blends modern portfolio theory and fundamental and quantitative analysis with charting and cyclical techniques, and it uses both long‑term strategies and options trading (including covered and uncovered strategies) when suitable. Noteworthy for an independent adviser of this size, a principal is also licensed as an insurance agent but the firm discloses it will not accept compensation for insurance sales, and the advisory client list explicitly includes corporations and charities — client types that are less common among peers. The firm requires custody at Schwab Institutional, may receive soft‑dollar research and services, does not participate in wrap programs, and does not aggregate block trades, features that can shape trade execution and access to third‑party resources.
To learn more about the advisors currently working at Hunter Investment Services 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 |
|---|---|---|
Portland, OR
| 25
|
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