Investment Management
for Institutional Investors

Who We Work With:  Corporations, Family Charitable Foundations, and Endowments


What we do:  we help grow the assets of the institution and more importantly we help protect the assets you have already amassed

How We Work with Clients: We can manage the entire investment portfolio via a flexible, comprehensive, risk controlled investment platform designed to meet your institution’s needs


We can manage a portion of the investment portfolio in conjunction with your other advisors via one of our distinct investment strategies.

We manage portfolios and we are paid a fee for managing it.  We do not receive any commissions, hidden fees, and are not paid to sell you products.

If you are successful, then we are successful.

Organizations Hire HMS because...

  • they want a manager who understands that protecting against loss is just as important as generating growth.
  • they're frustrated with traditional “set it and forget it” portfolios that do little to protect against potential portfolio downside.
  • they want a more opportunistic risk/return oriented approach

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