For Organizations

An experienced investment team for financial institutions, businesses, and nonprofits.

At HFM, we help organizations strengthen financial performance, manage investments, and free up leadership to focus on core priorities. Since 1989, we’ve partnered with financial institutions, businesses, and nonprofits to deliver objective investment guidance and hands-on portfolio management with commitment and clarity.

Banks & Credit Unions

Strengthen Profitability and Free Up Your Team

Investment management is the cornerstone of our bank and credit union advisory services. Managing an investment portfolio demands time, expertise, specialized analytical and data resources, and continual attention. We help banks and credit unions fully integrate investment management into the institution’s profitability, balance sheet, and risk objectives—allowing management to focus on business strategy, growth, and efficiency. As a fiduciary, our advice is objective, aligned solely with your institution’s best financial interests.

Services Include:

  • Investment Portfolio Allocation & Execution
  • Ongoing Reporting & Monitoring
  • Cash Flow Modeling
  • Interest Rate Risk Management
  • Regulatory Compliance
  • Macro Analysis & Strategy
  • ALCO Meeting Participation
  • Bespoke Board & Director Education Topics
  • Services & Reports Customized to Your Unique Requirements

Businesses

Retirement Plans Built for Your Team

We provide sophisticated retirement plan investment management traditionally reserved for large corporations, customized for small and mid-sized businesses. As a fiduciary, we serve as your partner, guiding investment plan design, investment selection, and ongoing monitoring, so your employees gain a valuable benefit while you gain peace of mind.

Services Include:

  • Investment Management & Advice
  • Investment Policy Creation
  • Customized Investment Menu Design
  • QDIA Selection
  • Fee Transparency & Total Cost Analysis
  • Performance Monitoring & Benchmarking
  • Vendor Evaluation & Search

Endowments & Foundations

Protect and Grow Your Mission

Nonprofits and charitable organizations trust us to manage their portfolios with the same care and diligence they devote to their missions. We help balance long-term growth with spending needs, while providing clear reporting and board-level education. Our commitment is to help you achieve your mission while safeguarding your assets.

Services Include:

  • Investment Management
  • Spending Formula Analysis
  • Investment Policy Review
  • Board Member Communication & Education
  • Investment Monitoring & Reporting

Let’s get started.

Are you ready to see how our financial advisory services can strengthen and safeguard your organization? Contact us today for a free consultation.

Contact Us