Andrew Hill Investment Advisors is located in the Alexanders Building in Park Shore at 4081 Tamiami Trail N. SUITE C-105 | Naples, Florida 34103. Come visit us at our new office location!
August 10, 2012 - OUTLOOK 2012 - CLICK HERE
The primary mission of AHIA Investment Advisors Naples Florida is the achievement of our
clients' individual financial goals and objectives. We
provide highly customized and cost efficient services to
individuals, including businesses,
trust accounts, non-profit organizations and small
employer pension plans. Our accounts range from modest portfolios to multi-million dollar trusts
with more complex circumstances. It is our belief that
all clients deserve a high level of service without the
high-end costs. Being a fee based advisor, our own
success is contingent upon the achievement of our clients' goals. As a Registered Investment Advisor, we have
a fiduciary duty to always act in the best interests of
our clients.
Investment Management - Investment Advisors Naples Florida
We customize our clients' portfolios by utilizing individual
stocks, bonds, various index and mutual fund holdings,
and where appropriate, alternative investment
strategies. Our cash-flow based wealth management
philosophy, which we describe as the "needs matched
portfolio", partitions the portfolio into short,
intermediate and long-term goals and then matches the
investment strategy appropriate to achieving the
specific goal. In addition, AHIA is one of the few
registered investment advisors in Southwest Florida that
offers expertise in socially responsible investing and
sustainable portfolio management practices.
We believe that all clients, regardless of the size of
their portfolio, are entitled to a high level of
personalized service, similar to what one would
experience in a Family Office setting. We help our clients organize and manage their
financial affairs. Our concierge services are offered at
our client's request, tailored to their individual needs
and are included in our annual asset management fee.
Our Clients' assets are held with a third party
custodian. Fidelity Institutional Wealth Services, a
division of Fidelity Investments, serves as our primary
custodian providing clients with safe keeping of their
assets, low cost trading commissions and on-line access.
In addition, Fidelity provides AHIA with leading edge
technology for quick execution of trades and reliable
back-office support.
|
