A complete list of active advisors currently associated with HV Capital Management

Warmer can help you find a great advisor at HV Capital Management or one who fits your needs even better.

HV Capital Management provides personalized financial planning and discretionary and non‑discretionary investment advisory services to individuals, high‑net‑worth clients, family offices, trusts, estates, private foundations and qualified retirement plans. The firm manages roughly $71.5 million on a discretionary basis and charges asset‑based advisory fees for its investment management services. HVCM’s investment process blends a top‑down Macroeconomic Signal Matrix that synthesizes global economic indicators with bottom‑up security and sector research, combining quantitative screening and qualitative analysis to set strategic allocations and tactical positions. Portfolios are customized to clients’ objectives, tax sensitivity and time horizon, and the firm may use unaffiliated external managers for portions of client assets while retaining oversight and monitoring responsibilities. A distinguishing feature is HVCM’s subscription research program: the firm publishes monthly periodicals with market commentary, economic analysis, portfolio examples and thematic insights that are offered on a subscription basis and are not tailored to individual subscribers. For a small, two‑advisor firm with about $71M in AUM, HVCM also applies its formal macro signal framework across both strategic and tactical decision‑making and incorporates financial planning into managed‑account relationships without charging a separate planning fee.

To learn more about the advisors currently working at HV Capital Management, 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.