Four Independent Wealth Management Solutions

Because each client is unique, we offer four distinct ways to manage investments. Our common approach runs through all of them.

Asset Allocated Mutual Fund Portfolios

  • No-load & load-waived mutual funds
  • Different ratios of equity to fixed income
  • Wide variety of funds, asset classes,
    and money managers

Individual Stock Portfolio

Invested through 3 Perspectives

  • Growth Opportunities
  • Core Holdings
  • Contrarian Values

The H Group, Inc. Team Approach

Investment Management Within a Financial Planning Context

On-going Supervision & Administration • Fee-only • Commitment to Service
Fiduciaries • Risk Management Focus • Discipline • Team Approach • Research

Equity Income Portfolio

Income through:

  • High dividend stocks
  • Preferred stocks
  • Convertible Bonds

Tax Free Bond Portfolio

  • State-specific bonds
  • National issues
  • Managed for total return

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