Services Offered
D.H. Hill Advisors, Inc. takes great pride in being able to offer a wide array of advisory services to our financial advisors without the pressure to market proprietary products to clients.
D.H. Hill’s advisory programs offer Financial Advisors the choice of managing assets on a fee basis or outsourcing management to third party money managers. The management options available are as diverse as the Financial Advisors we serve. We offer buy and hold, tactical, timing and absolute return strategies.
The main custodian we use is Charles Schwab & Co., Inc., member SIPC. Charles Schwab offers a state-of-the-art trading platform and research tools designed for Financial Advisors. Schwab Institutional Services investment options are:
Mutual Funds – over 11,500 mutual funds many of which are NTF.
Equities – Domestic and foreign, ETFs and IPOs.
Fixed Income - Bonds, UITs, preferred stock and fixed rate capital securities.
Other Investments - Options, insurance products, etc.
Bank Products – FDIC-insured CDs and insured money market accounts
Current Advisory Third-Party Managers:
Brinker Capital
Envestnet (with Schwab Advisors)
Genworth Financial Wealth Management, Inc. (formerly AssetMark)
Hanlon Investment Management, Inc.
Horter Investment Management, Inc.
Howard Capital Management, Inc.
Brinker Capital is an investment management firm and a leading provider of managed accounts and mutual fund investment programs, works with Financial Advisors to develop an in-depth investment strategy recommendation for clients, including an appropriate asset allocation and selection of asset management firms or other types of investments. Visit Brinker’s website at www.brinkercapital.com. Telephone 1-800-333-4573.
Envestnet is a leading provider of integrated portfolio, practice management, and reporting solutions to financial advisors and institutions. Our open architecture platform encompasses a broad range of institutional-quality research, investment products, and advisory resources. The Envetstnet Advisor Suite gives you the tools to conquer complexity and drive your success. Vist Envestnet's website at www.envestnet.com. Telephone 866-924-8912.
Eqis Capital - We are the technology behind your individual attention, superior performance, and personal touch. Visit Eqis Capital at www.eqiscapital.com. Telephone 800-949-9936.
Genworth Financial Wealth Management, Inc. (formerly AssetMark) is an investment management firm with an open architecture platform that offers a wide variety of investment solutions through a diversified selection of Investment Management Firms that utilize No-load Mutual Funds, Exchange Traded Funds, unified Managed Accounts and Privately Managed Accounts. Visit Genworth’s website at www.genworthwealth.com. Telephone 800-664-5345.
Hanlon Investment Management, Inc.'s goal remains constant. To provide a haven of certainty and calm throughout a variety of fluctuating market climates. Melding traditional investment forecasting techniques with time tested strength, stability and knowledge. At Hanlon Investment Management, Inc. that's our pledge to you. Visit Hanlon Investment Management's website at www.hanloninvest.com. Telephone 888-641-7100.
Howard Capital Management specializes in professional money management, research, and trading. They actively manage portfolios using their proprietary HCM-BuyLine, which is designed to help keep clients on the right side of the market. Visit Howard Capital's website at www.howardcm.com. Telephone 800-756-3398.