A complete list of active advisors currently associated with William D Hughes

Warmer can help you find a great advisor at William D Hughes or one who fits your needs even better.

The firm provides ongoing portfolio management to individual and high-net-worth clients, focusing primarily on equities and fixed-income securities. It documents each client’s objectives and risk tolerance in an Investment Policy Statement and typically manages accounts on a discretionary, asset-based fee basis. Its investment approach relies on fundamental analysis and may include both long-term and short-term trading to implement strategies tailored to the client’s time horizon and risk profile. Accounts are reviewed at least quarterly, with monthly custodial reporting provided to clients and periodic rebalancing and trade aggregation used when appropriate. Notably, the firm’s principal also operates a licensed accounting practice and at times offers accounting advice and services to advisory clients for hourly compensation. The brochure discloses this affiliation, states clients are under no obligation to use those services, and notes that the firm seeks to manage any related conflicts of interest in keeping with its fiduciary duties.

To learn more about the advisors currently working at William D Hughes, 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.