Investments

HN Financial Group offers institutional style investing. Robert identifies a client’s ability to handle market fluctuations, need for income, and legacy goals in building portfolios.  Robert then creates an appropriate investment portfolio utilizing the following options:

HN Financial Group offers objective advice and guidance when selecting the appropriate managers. Then Robert handles the details, so you can relax in the knowledge that your investments are properly managed. It’s a logical approach as investors strive to retain and accumulate wealth. HN Financial Group is committed to earning your confidence and becoming your valued advisor.

In providing investment advice, Robert utilizes research and guidance from firms he believes are the nation’s leading institutional money managers to determine the allocations for his models. HN Financial Group believes the best way to achieve optimal investment results is to leverage the expertise of these managers.

Robert has identified these managers through a rigorous qualification process: a thorough evaluation of their management strategies, backgrounds, performance records, and actual implementations of their strategies.

HN Financial Group uses a detailed and extensive money manager selection and due diligence process. Each of these managers have special strengths, distinct management styles and particular areas of financial knowledge. At HN Financial Group, its Robert’s business is to know each one – inside and out – so he can match their talents with your individual portfolio needs.

HN Financial Group’s process involves performing a stringent evaluation of each money manager including:

OBJECTIVE ANALYSIS - This thorough examination assesses the manager’s investment style, processes, history and demonstrated performance results.

OVERSIGHT - HN Financial Group also constantly monitors the success of each manager. When risk/return expectations are not met, Robert realigns his allocation decisions with managers who will better support your portfolio needs.

HN Financial Group’s unique system for objective wealth management gives specialized, expert attention to each client. By aligning client goals with the research of world-class managers and then carefully selecting and monitoring our investments, HN Financial Group’s portfolio management approach is similar to that used to manage large pension funds, endowments and other institutional assets.