Investment Advisory Services
Our clients count on us for prudent financial advice, objective portfolio management and a long-term relationship built on integrity, confidentiality and trust. Our highly educated and experienced staff spends the time to understand each client and their unique needs.
We take a team approach to managing client accounts by assigning a primary advisor (not a sole advisor) to each client. This means that when the primary advisor is unavailable for some reason, the client can quickly contact another HFW advisor who is familiar with the account and can assist the client immediately.
At HFW, we act as partner and an extension of your management staff, working within mutually agreed upon goals to manage overall risk and optimize return. All decisions on policy, strategy and transactions remain under your control. Yet, by providing a host of investment advisory services, HFW enables you to spend time concentrating on other important assignments and projects, freeing up time spent on taking broker calls, scrutinizing offerings, and executing transactions.