Institutional Investment Strategies for your portfolio

What would your financial life be like if you had access to the strategies and advantages of major institutional investors?

Our Approach

Alternative Investments

Strategies that strive to reduce risk and produce consistent gains.

Low Market Correlations

We seek to provide absolute returns – growth regardless of market conditions.

Independent, Transparent

We put your interests first – not ours or a proprietary financial firm's.

Personal Consultant

One who knows your goals, dreams and vision for your future.

Your Financial Life

A Guide to Help Organize Your Financial Affairs

We have a great tool for keeping track of all your financial information digitally in one safe, secure place. It’s called Your Financial Life and it’s FREE of charge from HWM.

The idea is to have all your financial information (account numbers, contact info, etc.) in one place for easy access. When there are changes to any of your financial information, you can easily update your records to keep them current.

Many who use Your Financial Life tell us they have found it useful in filing their taxes. And I can’t tell you the number of times I’ve been contacted by family members who have lost loved ones and have no idea about how the family finances are organized, or even where to go to find important documents. Even individuals with extensive wills and trusts sometimes neglect leaving behind simple lists of all their investments or where important papers are kept. Your Financial Life solves that.

You can download two digital versions of this resource, one in Microsoft Word format and a second that can be completed using the free version of Adobe Reader (available at www.adobe.com). Either version can be used to save your important information. The file can be password protected and then easily stored on a removable disk or flash drive and placed in a secure location that can be accessed by those who need it. There is no cost or obligation and your personal information will not be shared. (See our Privacy Policy.)

About HWM

We offer our clients access to alternative investment opportunities with the goal of producing absolute returns.

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