With the incoming administration, many of you have been hearing about the delay of the Fiduciary Rule, but may not know what that means. Managing Director, Jennifer Figurelli, penned an article in April of 2016 that provides some insight into the fiduciary rule and how it would help you, the investor. Click here to learn more. 

MISSION STATEMENT

“To act in the best interest of our clients, and provide customized investment management and personalized financial planning and concierge services at a competitive fee, while offering a high level of service to all clients, regardless of the size of the portfolio.”

LEARN MORE

INVESTMENT MANAGEMENT

All portfolios are customized. We don’t outsource the investment management by using separate money managers. And we don’t invest exclusively in mutual funds.

Every client at the firm receives a written “Investment Policy Statement”, which determines how the portfolio will be designed. Most client portfolios include individual stocks, bonds, various index and mutual fund holdings and alternative investment strategies where appropriate.

Our investment management philosophy is proactive in that it matches a client’s cash requirements by partitioning the portfolio with short, intermediate and long-term goals.

Andrew Hill Investment Advisors, Inc. is one of the few Registered Investment Advisors in Southwest Florida that offers expertise in socially responsible investing and sustainable portfolio management practices.

LEARN MORE

FINANCIAL PLANNING SERVICES and  PERSONAL FINANCIAL CONCIERGE

We help our clients plan, organize and manage their financial affairs. This is an ongoing process that begins by identifying a realistic financial goal, analyzing the available resources, developing a plan, tracking the progress and recommending changes where necessary.

For most people, life is busy and they don’t have the time or the desire to get financially organized. Or, they may wake up one day and find themselves in a situation where they feel financially overwhelmed and just don’t know where to begin.

Whether you are a corporate CEO, a professional, a senior citizen or a working mother, our firm can step in and be your personal financial concierge now and in the future.

Our planning and concierge services are included in our clients’ annual asset management fee.

A la carte Financial Concierge services are available at an hourly or negotiated rate based on the simplicity or complexity of the task at hand. 

LEARN MORE

CUSTODIAL SERVICES

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 online access.

In addition, Fidelity provides Andrew Hill Investment Advisors, Inc. with leading edge technology for quick execution of trades and reliable back-office support.

LEARN MORE

LATEST NEWS

April Market Update

Outlook Second Quarter 2017

Photos from the Florida Panthers Game Night

Andrew Hill Investment Advisors, Inc. (AHIA), a Naples-based investment and wealth management advisory firm, partnered with the Florida Panthers Foundation, the main charitable beneficiary of the Florida Panthers National Hockey League team, on a new [...]

LET’S WORK TOGETHER

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

MAKE ENQUIRY