Team Oversight

A good subject to discuss with a potential adviser is the protocol for investment "oversight." At HFM, we have a whole team devoted to it. They are watching the markets for new opportunities across the investment spectrum. 

At HFM, we scrutinize each client's account, as a team, and we quarterly check for changes to allocation targets. Three or four times a month, the investment team meets to discuss the market environment for check-ups on high level changes to portfolio and specific investments. You'll often find these discussions in our communication with clients throughout the year.

The portfolio and operations team meets weekly to review clients' special situations or life events to determine and follow up many actions that may be needed. Reporting is also available to our clients online, and our tax and performance reporting is generated annually, with a special packet made avilable to accountants as desired.