A complete list of active advisors currently associated with Mountain Hill Investment Partners

Warmer can help you find a great advisor at Mountain Hill Investment Partners or one who fits your needs even better.

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.

To learn more about the advisors currently working at Mountain Hill Investment Partners, 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.