- Registered investment advisor, headquartered in Rochester, NY.
- Professional staff with excellent credentials and extensive investment background.
- Large enough to operate efficiently, apply in-depth research and support sophisticated technologies.
- Small enough to ensure close client relationships.
STAFF
- All key members of management have extensive investment backgrounds
- Portfolio managers average more than 20 years of experience
CLIENTS SERVED
- High net worth individuals ' both taxable accounts and retirement portfolios
- Self-Insurance Trusts
- Corporations ' both corporate monies and retirement plans
- Not-for-profit organizations ' endowments, colleges, churches
PRIMARY SERVICES
- Equity Management (Large-Cap Growth style managed in-house, supplemented with ETF's to provide Mid-Cap, Small-Cap, and international exposure.)
- Equity Management (Income Oriented Portfolio)
- Fixed Income Management (Diversified Intermediate style)
- Equity Management ETF Portfolio
- Manager of Managers (Multi-Asset Class)
ANCILLARY SERVICES
- Financial Planning with Emphasis on Retirement Planning and Income Analysis
- Estate Planning
- New River Mutual Funds (Core Equity & Small Cap) for accounts below H&R minimum
VALUE PROPOSITION
H&R offers professional investment management to a variety of clients. A thorough evaluation is done for all new clients, which insures that H&R is aligned with every client's situation and goals. All accounts are individually managed to meet specific client needs and requirements. H&R maintains a constant, two-way flow of communication, and acts promptly and proactively to changes as they occur to ensure the direction stays on track to achieve the client's long-term goals.
DIFFERENTIATING FACTORS
- Providing professional investment management services for over 75 years
- Over 25 years' average investment experience of professional staff (all with CFA or MBA)
- Exceptional level of client service
- Time-tested investment programs including large cap, mid-cap and fixed income management, to be used separately or in combination (depending on the client's needs)
