OUR PROMISE

The primary mission of Andrew Hill Investment Advisors, Inc., located in Naples, Florida, is the achievement of our clients’ individual financial goals and objectives. We provide customized and cost efficient services to individuals, including businesses, trust accounts, non-profit organizations, captive insurance companies and small employer pension plans. Our clients’ accounts range from modest portfolios to multi-million dollar trusts with 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.

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INVESTMENT MANAGEMENT

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. Our research process focuses on detailed fundamental analysis combined with technical research of markets and sectors. Fixed income research evaluates potential returns relative to assured risk. 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.

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FINANCIAL CONCIERGE SERVICES

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.

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CUSTODIAL SERVICES

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.

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LET’S WORK TOGETHER

We work as a single united team to give our clients the highest quality advice possible.

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