D.H. Hill
bluebonnets-river.jpg

Overview

 

D.H. HILL TAKES GREAT PRIDE IN BEING ABLE TO OFFER A WIDE ARRAY OF PRODUCTS AND SERVICES TO OUR REPRESENTATIVES AND THEIR CLIENTS, Letting THE REPRESENTATIVE PROVIDE SOLUTIONS THAT FIT THEIR CLIENT'S NEEDS AND NOT A FIRMS AGENDA

 
 

 
Pie-big-piece.png

Advisory Services

  • Chose from multiple custodians that offer access to Individual Stocks and Bonds, Commission-Free ETFs and Mutual Funds, CDs, Institutional Money Market Funds, Structured Notes and Options

  • Sub-Advisory Investment Committee that consists of experienced, designated team members - including four CFAs

  • Portfolio Management support for advisor-driven client portfolios that includes assistance constructing models based on risk profiles, trade execution, and ongoing monitoring

  • Select from established “Rules-Based” investment strategies that utilize Fundamental, Quantitative and /or Tactical approaches to address ongoing market risk

  • Access to Third-party Professional Money Managers that have been put through an extensive due-diligence process by our investment committee

  • Compliant investment proposals and comparison illustrations that can assist the Representative in communicating client solutions to address stated risk and objectives

 

 
Pie-mid-piece.png

Brokerage Services

  • Direct Access to Multiple Mutual Fund families and Variable Annuity and Life Insurance Carriers

  • Education and Health Savings Solutions

  • Resources to help the Representatives adapt to regulatory changes

  • Ability to Manage all Client Assets, including Alternative Investments, on One custodial platform


 
Pie-small-piece.png

Alternative Investments

  • D.H. Hill has over 25 years of experience in Alternative Investments

  • Access to a full spectrum of Alternative Investments:

    • Non-Traded REITs and Preferred holdings

    • Business Development Companies

    • Private Equity and Oil & Gas

    • Hedge Funds and Managed Futures

  • Ability to view Alternative Investment allocations within the context of a client’s overall portfolio, as well as across client accounts, and generate client reports including performance

  • Stay Informed with access to one of the industries leading Alternative Investment research tools that makes it easier for the Rep-Advisor to screen and filter, compare and evaluate, view research and fund-related reports, and access commentary from third-party due-diligence providers


 
annuities icon-03.png

Annuities / Insurance

  • Select from a number of variable annuity and life solutions available through our broker-dealer

  • Fee-based variable annuity and life solutions are available through our RIA

  • Access to multiple third-parties that provide fixed annuity and life products, disability and long-term care policies, term-life and Medigap

  • Established, vetted, relationships with some of the industries leading insurance marketing organizations committed to enhancing and supporting the Rep-Advisor marketing efforts

  • Up to a 100% payout on Rep-Advisor compensation from fixed annuity and life, disability, long-term care, term-life and Medigap

 

 
annuities icon-03.png

Financial Guidance

  • D.H. Hill understands what it means to advisors, and their clients, to offer a client-driven process that is focused on providing customizable, client-based solutions

  • We recognize that Financial Guidance is more than a one-time document, it is an ongoing discussion that takes times and advisors that provide this value-added service need a flexible compensation structure

  • Advisors have the ability to use tools and resources that they know and have used or select from third-party providers we have vetted

  • Take advantage of D.H. Hill’s case-design support team that has first-hand experience, and holds the highly-recognized CERTIFIED FINANCIAL PLANNER designation


 

Service & Support

  • Dedicated service model offering personalized, proactive support from an experienced team

  • Proven and Reliable operational support for all lines of Rep-Advisor business

  • Compliance that provides oversight and guidance in today’s regulatory environment

  • Processing of commission payments on a weekly basis

  • Facilitate a monthly and/or quarterly billing process for fee-based client accounts

  • Access to a premier portfolio accounting service provider that provides timely data for the Rep-Advisor to monitor their book of business

  • Client-facing portal that is branded with Rep-Advisor logo, headshot, contact information and reports that assist the Rep-Advisor in managing and monitoring client investment allocations, cost and performance

Member Login
Welcome, (First Name)!

Forgot? Show
Log In
Enter Member Area
My Profile Log Out