The Client Relationship

We help our clients pursue their dreams through
careful advice and sound investment management.

Our Approach

First, we listen. Each client's desires, dreams, and aspirations are uniquely their own.  Through a strong relationship built on a foundation of trust, integrity, and mutual respect, we work closely with individuals, families, and institutions to develop an investment management strategy that is right for them.

Second, we identify the required rate of return the client needs to earn in order to achieve his or her goals.  When goals are not attainable, we are not afraid to say so; though most goals are, given the proper combination of knowledge, strategy, time and patience.

Third, we identify appropriate investment opportunities to help each of our clients achieve their goals, while working to minimize the risk to the portfolio.

At the end of the day, we are successful if you are successful. We feel a deep and urgent sense of responsibility for the future success of all our clients and their families

If you'd like to learn more about how HMS can help you meet your financial objectives, please click here.


We come to work every day
focused on finding ways
to enhance your
financial well being.