Huron Investment Management, Inc.

Huron Investment Management is a registered, independent investment adviser that provides discretionary asset management to individuals, families, high‑net‑worth clients, and trusts. As of December 31, 2025 the firm managed approximately $23.7 million across 36 client accounts, investing in equities, fixed income, ETFs, mutual funds, options, and other marketable securities.

The firm employs a value‑oriented, multi‑method investment process that combines macro asset‑class assessment, fundamental company analysis, and sector/industry identification of mispricing to construct portfolios tailored to client objectives. It offers several strategy profiles — including conservative fixed income, high income, dividend growth, equity income and long‑term growth — and may implement derivatives, hedging, and preauthorized leverage as part of portfolio management.

Notably, Huron permits borrowing in separately managed accounts and expressly includes margin debt in account valuation and fee calculations, a practice that is uncommon among peers of its size. The firm also discloses its use of third‑party research and AI tools (including meeting transcription, with an opt‑out available to clients) and does not sponsor wrap programs or charge performance‑based fees.