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.

PARTNER WITH US

OUR APPROACH

OUR PHILOSOPHY DEMANDS THAT WE KNOW OUR CLIENTS WELL IN ORDER TO EFFECTIVELY CONTRIBUTE TO THEIR FINANCIAL WELFARE.

PARTNER WITH US

OUR APPROACH

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.

ADVISORY RELATIONSHIP

This relationship offers you a curated portfolio, on-going portfolio management, financial coaching, and a team of advisors handling your financial needs.

BROKERAGE SERVICES

This is our transaction-based investment solution – designed for clients who wish to buy & sell in their portfolio without any additional services.

We help clients plan and achieve their financial goals through process-driven, sound investment methods. Our consistent, disciplined and collaborative approach to investment management and financial planning has proven effective through a variety of economic and market conditions.

Clients have freedom to determine how they wish to affiliate with us. We offer both investment advisory and brokerage services, however brokerage services are offered to new clients on a limited basis. We understand that choosing a financial advisor is a complex decision; we encourage clients to explore what best fits their financial strategy.

We invite you to read our Customer Relationship Summary to learn more.

INVESTMENT SOLUTIONS

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INVESTMENT SOLUTIONS

We help clients plan and achieve their financial goals through process-driven, sound investment methods. Our consistent, disciplined and collaborative approach to investment management and financial planning has proven effective through a variety of economic and market conditions.

Clients have the freedom to determine how they wish to affiliate with us. We offer both brokerage and investment advisory services. We understand that choosing a financial advisor is a complex decision; we encourage clients to explore which partnership best fits their financial strategy.

We invite you to read our Customer Relationship Summary to learn more.

ADVISORY RELATIONSHIP

This relationship offers you a curated portfolio, on-going portfolio management, financial coaching, and a team of advisors handling your financial needs.

HUNTER PORTFOLIO SERIES

The Hunter Portfolio Series leverages technology to offer a portfolio solution to clients beginning on their investment path and seeking intermittent financial guidance to help them stay on track.

BROKERAGE SERVICES

This is our transaction-based investment solution – designed for clients who wish to buy & sell in their portfolio without any additional services.

Hunter Associates’ clients represent a broad spectrum of financial profiles. Our team of advisors brings several perspectives and diverse expertise. We work jointly with a shared knowledge. This cohesive approach provides a unified support team.

ADVICE & CONSULTING SOLUTIONS

STRATEGIC FINANCIAL PLANNING

We work to refine and articulate our clients’ life goals and then build a financial plan tailored to achieve these objectives including,

College Funding
Small Business Planning
Risk & Insurance Planning
Income/Cash Flow Planning
Retirement Income Strategies
Charitable Giving and Legacy Planning
Estate Planning

FOCUSED ADVICE

This consulting-based service is best suited for investors who have a complex financial situation, whose investments extend beyond the public capital markets or for clients needing tailored advice on complex topics such as privately held businesses, executive benefits, restricted stock and options and unique tax planning needs.

PRIVATE INVESTMENTS

Connecting investors, whose needs extend beyond the public capital markets, with private equity investments. Hunter Private Capital was built to match capital providers with innovative companies seeking to bring about positive change in the industries of tomorrow.
HUNTER PRIVATE CAPITAL

WE INVITE YOU

TO START A CONVERSATION WITH US