Hyams Investments, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Hyams Investments, Inc. provides discretionary portfolio management to individuals — including high-net-worth clients — as well as pension and retirement plan and trust clients, and manages a multi‑million dollar portfolio of client assets. The firm offers active equity-focused services across major U.S. exchanges and will accept written investment restrictions from clients.
The firm’s investment approach combines fundamental and technical analysis to pursue undervalued securities and employs both long-term and short-term strategies, including trading, option strategies, margin, and short sales when market conditions warrant. Hyams generally operates with discretionary authority, delivers regular account reporting, and reconciles client custodial statements as part of ongoing account reviews.
Hyams is operated by a single principal (a solo practitioner), an arrangement that is uncommon among peer firms, and it uses both percentage-of-assets management fees and performance-based compensation for certain qualified clients while maintaining procedures intended to mitigate related conflicts. The firm does not act as a private fund adviser, reports no material industry affiliations, and discloses that performance fees are measured on realized and unrealized gains and are subject to additional qualification requirements.
Client services
Expertise
Fee options
$0 - $2,500,000: 0.60% annually Over $2,500,000+: 0.55% annually on amount exceeding $2,500,000
20% of returns exceeding 8% annual hurdle for first $2.5 million; 17.5% for amounts over $2.5 million, subject to recouping prior losses and only charged to Qualified Clients
Account minimum: $750,000
Main office
Strafford PA
Advisors at this office
1
Most active in
Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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