Why Choose Hilton Head Asset Management?
Independent investment advisor representatives provide the best of both worlds. We offer unbiased customized advice from Wallstreet veterans combined with the systems and support of an SEC-registered investment advisor and broker dealer, B Riley Wealth Advisors and B. Riley Wealth Mangement.
Client Driven
As a small firm we are able take our time with our clients. It's important that there is a relationship as the fundamental principle of doing whats right for the client can change from person to person. If we take our time getting to know who our clients are, to talk about how your kids are doing or where your favorite vacation destination might be, we tend to do a better job in developing a portfolio that suits that person.
You can feel confident that we are not following a corporate agenda because we are independent of one. Our focus is, and will always be, our clients.
Unbiased advice
As independent advisors we are not tied to a single firms products - be that mutual funds, investment products, or services. These days the concern isn't simply a firm pushing a proprietary fund by offering higher payouts. In some cases, large wall street institutions won't let you purchase their internal funds if your accounts are domiciled within the same institution.
When we design your portfolio you can feel confident that our focus in on what works best for you, rather than what works for 'corporates' bottom line.
"Plain Vanilla" Investing
Our job is not to make the complex more complicated. We focus on building a core portfolio of companies whose products and services you may use on a daily basis. In other words, we want to reintroduce the investor to the idea of owning a company.
For equities, these tend to be established, high quality names - typically with solid balance sheets and cash flows. For fixed income, we typically look towards treasuries, investment grade credit, and floaters.
While we may add non correlated assets to broaden diversification, outside asset managers for alpha generation, options, or a variety of other opportunities, the core of your portfolios and the driver of your long term objectives are established companies which provide income, growth at a reasonable price, or both.
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A choice in custodians
As independent advisors we do not work for the company that maintains your assets, the custodian, removing yet another potential source of bias. Instead, your assets are domiciled at one of several nationally recognized custodians. Our relationship with B Riley grants us the systems which interact with those custodians to facilitate everything from trading, money movement, or general housekeeping.
Third Party Research
Information in today's financial markets are no longer restricted to a few proprietary sources . The pendulum has swung to the opposite side and its our job as licensed advisors to sift through the myriad of information to identify relevant opportunities. As such investment ideas and research encompass a wide range of opinions including research conducted by, but not limited to,:
-Credit Suisse
-Ford Equity
-JPMorgan
-Thompson
-Barclays
-Argus
-Standard & Poor's
-Briefing.com
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