Mountain Hill Investment Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$359,506,076
Clients
155
Advisors
3
of 4 employees
About
Mountain Hill Investment Partners is a boutique family office that provides discretionary and non‑discretionary investment advisory services to families, individuals, corporations, trusts, estates and corporate 401(k) plan sponsors. As of December 2025 the firm reported managing roughly $539 million in client assets and serves a concentrated client base.
The firm constructs individualized portfolios using a mix of fundamental and technical analysis, asset allocation and proprietary analytics supported by Wall Street relationships, and it highlights a long‑running RJJ equity portfolio (low beta, low P/E, high dividend) that it has managed since 2006. MHIP also uses option‑based strategies such as covered calls for portfolio protection and offers risk‑weighted models implemented with mutual funds, index funds and ETFs.
Noteworthy features compared with many peers include an emphasis on client education and engagement — the firm seeks semiannual in‑person reviews, distributes market commentary, and offers educational seminars or workshops — and an in‑house management approach, as MHIP does not use outside investment managers. The firm also manages both discretionary and non‑discretionary accounts (including corporate 401(k)s) and discloses that some employees may be licensed to offer insurance products, with related conflicts addressed in writing.
Client services
Expertise
Fee options
Flat fee based on scope and complexity, determined case-by-case.
Hourly fee based on scope and complexity, determined case-by-case.
Main office
724 Kings Highway East
Atlantic Highlands NJ 07716
Advisors at this office
3
Most active in
Louisiana · New Jersey · New York · Texas
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.
Quick links
Advisors at this firm
Lauren S
Series 65
Atlantic Highlands, NJ
Mountain Hill Investment Partners
Lauren Siewert is a financial advisor at Mountain Hill Investment Partners with four years of industry experience. She holds a Series 65 designation and has been with Mountain Hill Investment Partners since 2019, following a decade at The Siegfried Group. Mountain Hill Investment Partners is a boutique family-office style registered investment adviser serving families, individuals, corporations, trusts, estates, and corporate 401(k) plan sponsors. The firm manages approximately $360 million in client assets and constructs portfolios in-house using a combination of fundamental and technical analysis, asset allocation, and option strategies.
Michael M
Series 63, Series 65
Atlantic Highlands, NJ
Mountain Hill Investment Partners
Michael Meyers is a financial advisor at Mountain Hill Investment Partners with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mountain Hill Investment Partners since 2007, following a one-year tenure at Mutual Securities, Inc. Mountain Hill Investment Partners is a boutique family-office style registered investment adviser managing approximately $360 million in assets for individuals, families, corporations, trusts, estates, and corporate 401(k) plan sponsors. The firm constructs portfolios in-house using a combination of fundamental and technical analysis along with asset allocation to pursue capital appreciation, preservation, and risk management.
Andrew K
Series 63, Series 65
Atlantic Highlands, NJ
Mountain Hill Investment Partners
Andrew Kaiser is a financial advisor at Mountain Hill Investment Partners with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Mountain Hill Investment Partners since 2006, following a brief tenure at Mutual Securities, Inc. Outside of his advisory role, Kaiser serves on the boards of two nonprofit organizations focused on charitable work and youth sports. Mountain Hill Investment Partners is a boutique family-office style registered investment adviser serving families, individuals, corporations, trusts, estates, and corporate 401(k) plan sponsors. The firm manages approximately $360 million in client assets and constructs portfolios in-house using a combination of fundamental and technical analysis, asset allocation, and option strategies.
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