• Client Retention Rate: at over 98%, it is one of the highest in the industry nationwide.
  
  
• Over 25 years' average investment experience of professional staff (all with CFA or MBA).
  
  
• Time-tested investment programs customized to your needs, including large cap, mid-cap and fixed income management, to be used separately or in combination.

DISCOVER MORE

We hope to join you in being partners in progress in acheiving your financial goals. Discovering how we can create a program designed just for you begins with you contacting us. We will follow up with a phone call or personal email: whichever you prefer.

Additional Information

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)

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. 

OUR GARP MANAGEMENT PHILOSOPHY 

With respect to any stock purchase, we employ extensive research in advance of any investment decision. Our method is best described as Growth At a Reasonable Price (GARP). We believe the most successful long-term strategy is to buy and hold the stocks of companies whose value should grow at above average rates for the foreseeable future, provided we do not have to pay too high a price for such growth.