About Our Firm

  •  Registered Investment Advisory  firm in Naples, Florida
  •  Customized investment management and financial concierge services
  •  High touch service without the “high end” fees
  •  Fees are typically 1.00% or less of assets under management
  •  Emphasis on Environmental, Social and Governance investing
  •  Fidelity Investments serves as firms third party custodian
  •  The Partners have over 40 years of collective experience in the trust and  investment industry.

 

Firm Disclosures–    Images and photographs are included for the sole purpose of visually enhancing the brochure. They should not be construed as an endorsement or testimonial from any of the persons in the photograph. Andrew Hill Investment Advisors, Inc. is registered as an investment advisor with the State of Florida and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration does not constitute an endorsement of the firm by securities regulators and it does not indicate that the advisor has attained a particular level of skill or ability.  Our Form ADV Part 2 disclosure brochure is available upon request.     

AHIA Part 2A and 2B Disclosure Brochure.3.27.2017

Business Continuation Strategy:   Our firm is committed to providing timely service to our clients. We recognize the importance of preparing for various disaster scenarios that could impact our ability to provide service. If a disaster occurs, every effort will be made by the Firm to contact our clients via phone calls, emails, general mailing, and/or posting a message on the company website. If the Firm loses the ability to perform business in our office building, staff will be relocated to an alternative site (e.g. hotel, home) in an unaffected area.  Depending on the severity of the disruption, the Firm expects to be able to assist our clients within 24 hours from the time of the disruption. In the meantime, our telephone provider will transfer all phone calls to alternate numbers. In the event that a client is unable to reach us, they may call Fidelity Institutional and Wealth Management Services at 1-800-523-1203 between the hours of 8:00 am and 8:00 pm, Eastern Time or via email at EastSilver@fmr.com.  While we have detailed plans in place, we cannot guarantee that we will be successful in achieving recovery in the times noted above. For example, we may not be able to implement a plan during a disaster as quickly as we expect, or there may be disasters that we have been unable to anticipate and for which we have no plan. Our continuity plans are periodically updated and modified. Updated plan summaries will be made available on our website and can also be obtained by submitting a written request.

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