At Hunter Associates, our investment advisory service is grounded in our consultative, goal-based wealth planning advice, strengthened by developing an individual policy statement and reinforced by our ongoing, process-driven portfolio management.
WE BELIEVE OUR APPROACH PROVIDES THREE SIGNIFICANT ADVANTAGES:
OUR CLIENTS BENEFIT from an individually managed portfolio that is tailored to their unique financial objectives and monitored on an ongoing basis.
WE BELIEVE that advice beyond portfolio management contributes meaningfully to the achievement of client goals. Available as resources to our advisory clients are our STRATEGIC PLANNING services. We have in-house professionals with capabilities and specialties in many areas, including estate, charitable and legacy planning, college funding, retirement strategies and tax planning.
WE RECOGNIZE that many clients utilize outside professionals, including lawyers, accountants and insurance providers. We do not compete with these professionals; rather we work closely with them to provide further value to our clients.
Most clients prefer to hire us on a discretionary basis. As investment advisors, Hunter Associates has a strong fiduciary responsibility.