Dedicated Investments Team With Multiple CFA Charterholders® Focused Solely On Investment Research And Recommendations

Some independent firms may have partners doing double duty as both a client service advisor and as a part-time investment manager. HB has long believed in investing in a dedicated investments team that is not focused on serving clients so that they can devote 100% of their time to identifying opportunities and sourcing, evaluating, and monitoring investment managers aligned with those opportunities. HB has a team of nine professionals led by our Chief Investment Officer. This team includes multiple CFA® charterholders which we believe to be the gold standard for investment knowledge certification. Each analyst will cover one or more focus areas (e.g. equities, fixed income, hedge funds, private alternatives, etc.).

How do we marry that investment expertise with the real world of client situations? HB utilizes an Investment Committee process that includes the investments staff as well as multiple additional HB principals (including two more CFA® charterholders) who come together twice a month to share their over 150 years of combined experience to review investment allocations and discuss manager due diligence/monitoring. New investments or allocation changes are approved by the Investment Committee and then your client service team translates those recommendations to align with your personalized portfolio allocation where appropriate.

Meet the members of our Investments team.