A complete list of active advisors currently associated with HZ Investments Inc.
Warmer can help you find a great advisor at HZ Investments Inc. or one who fits your needs even better.
HZ Investments Inc. provides ongoing portfolio management primarily to high‑net‑worth individuals and charitable organizations. The firm prepares a tailored Investment Policy Statement for each client and advises across equities, mutual funds, ETFs, fixed income and real estate funds. HZ Investments applies fundamental analysis and a long‑term trading approach, using model allocations together with client‑specific recommendations and quarterly account reviews. The adviser typically operates with discretionary trading authority and will document and honor client‑imposed investment restrictions so long as they do not prevent proper servicing. Distinctive for its peer group, the firm is operated by a single advisory professional who manages over half a billion dollars in discretionary assets, resulting in an unusually high AUM per advisor and an explicit focus on HNW clients rather than ordinary retail accounts. The firm requires clients to use specified custodians (including Schwab Institutional and Wilmington Trust), does not select third‑party advisers, discloses receipt of custodial research/soft‑dollar benefits, and does not aggregate block trades—features that can affect trade execution and operational arrangements relative to many peers.
To learn more about the advisors currently working at HZ Investments Inc., 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 |
|---|---|---|
Chevy Chase, MD
| 32
|
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