There are two distinct aspects of the service that we provide to clients: Advice and Investment Management
Clients who are new to Hunter Associates are often surprised by the level of detail in our introductory and discovery process. Our commitment to each client begins at the first meeting in which our advisors ask questions, listen, learn and gain an understanding of the client’s needs and goals. As we learn, we design and recommend individualized solutions to help our clients grow, preserve and distribute wealth over a lifetime – and in many cases beyond.
Clients have a team of advisors bringing several perspectives and expertise to the development of the portfolio. We work jointly with a shared knowledge. This cohesive approach provides a unified support team.
Our philosophy demands that we know our clients well in order to effectively contribute to their financial welfare.