Hill Completes Columbia Business School Program On “Building and Managing A Sustainable Global Portfolio”

Andrew Hill Investment Advisors, Inc., a boutique investment advisory firm with more than $150 million in assets under management, announced that President and Co-Founder Andrew D.W. Hill completed Columbia Business School’s Executive Education on “ESG Investing: Building and Managing a Sustainable Global Portfolio.”

This seven-week online program covered diverse aspects of sustainable investments, focusing on tools and techniques for the effective financial valuation and risk assessment of sustainable asset classes. It also addressed which asset classes are available for sustainable investing; key regulatory efforts in environmental, social, and governance (ESG) investing; and factors a portfolio manager should consider in investment analysis.

For his final project, Hill submitted a report on “Are Tesla Products the solution to 65% of Greenhouse Gas (GHG) emissions?” The thesis of the project is that Tesla products (i.e. autos and solar panels) could eliminate 65% of GHG emissions and associated air and water pollution, while reducing the cost of powering a home and fueling a vehicle.

Established in 1916, the Columbia Business School provides business training and professional preparation for undergraduate and graduate students. It has since become one of the world’s leading business schools, with top faculty who provide students with superior knowledge and thought leadership across divisions and disciplines. The Business School is a part of Columbia University, which has produced 101 Nobel Prize winners, five Founding Fathers of the United States, nine Justices of the U.S. Supreme Court, 29 Academy Award winners, and 29 heads of state (including three U.S. Presidents)

Hill is a Chartered Financial Analyst (CFA) and a former Certified Public Accountant (CPA). As a former Senior Portfolio Manager for several regional trust banks, Hill has leveraged his experience by establishing investment policies that provide his clients with a heightened level of investment insight and a rewarding financial legacy. As the President of Andrew Hill Investment Advisors, Inc., Hill is responsible for the overall performance and management of every client’s investment portfolio.

Holding a Master’s degree in Business Administration from Syracuse University, Hill has been interviewed on CNBC, FOX and numerous local networks discussing financial issues and conservation issues. An avid fisherman, Hill was also a featured guest on “Fishing with Roland Martin,” guiding the host through the Florida Everglades.

Hill has been involved in organizations that conserve the environment and foster education, including; Collier County Medical Society Foundation Board; and The Conservancy of Southwest Florida. He also is a Past President and current board member of the Chartered Financial Analysts Society of Naples.

Andrew Hill Investment Advisors, Inc. (AHIA) is an investment advisory firm registered with the Securities and Exchange Commission (SEC) and manages funds for individuals, trusts, small business pension plans and captive insurance companies. AHIA is boutique firm providing highly personalized investment management and financial concierge services for its clients. Fidelity Institutional Wealth Services is the primary custodian of client assets.

For clients who wish to have a portfolio managed under a Sustainable & Socially Responsible discipline, AHIA offers customized portfolios tailored to meet mission specific interests such as Animal Issues, Religious Issue and Environmental Issues.

Click here to view the article in Naples Daily News Collier Citizen


Business Continuity and Succession Plan Disclosure Statement

Andrew Hill Investment Advisors, Inc. (“AHIA”) maintains a Business Continuity and Succession Plan (“BCP”) that has been developed with the goal of protecting the health and safety of our employees and maintaining continuity of service for our clients. Our Plan is designed to ensure that we are prepared to operate through significant business disruptions, so that our clients can access their accounts without significant interruption under most circumstances.
Key elements of our BCP include the following:

  • Critical data from our computer systems is backed up daily to geographically remote, secure facilities.
  • All AHIA employees can access its computer data remotely via secure connection. If AHIA’s primary network is not accessible, AHIA maintains replicas of all files and database servers in a geographically remote disaster recovery network available to all employees over a secure connection.
  • We maintain an office evacuation plan and emergency procedures in the event of a disaster affecting our primary office facilities or surrounding area.
  • We maintain an emergency contact list and procedures updated and distributed on a regular basis.

If your account requires servicing during a significant business disruption and we are unable to assist you, please call Fidelity Investments at 1-800-523-1203 and a dedicated team member will be able to assist you. It is impossible for us to anticipate every potential problem that may occur, but we believe our BCP will enable us to conduct business in the event of a variety of possible business disruptions. We review and test our BCP at least annually and it is subject to modification based on changing circumstances and assessment of need.

As a fiduciary, AHIA has certain legal obligations, including the obligation to act in client’s best interest. AHIA seeks to avoid a disruption of service to clients in the event of an unforeseen loss of key personnel, due to disability or death. To that end, AHIA has entered into a succession agreement with The Colony Group, LLC, effective May 24, 2019. AHIA can provide additional information to any current or prospective client upon request to Andrew D.W. Hill, President at 239-777-3188 or [email protected].

Andrew Hill Investment Advisors, Inc.
Privacy Notice

Andrew Hill Investment Advisors, Inc. (“AHIA”) believes it is essential that we maintain the privacy of the nonpublic personal information provided to us and that we obtain in connection with providing our products and services to clients.  AHIA views protecting its customers’ private information as a top priority subject to the requirements of the Federal Gramm-Leach-Bliley Act.  AHIA has instituted policies and procedures to ensure that client information is kept private and secure. 

AHIA limits the use, collection, and retention of such information to what we believe is necessary or useful to conduct our business and to provide and offer clients quality products and services, as well as other opportunities that may be of interest. Information collected may include, but is not limited to name, address, telephone number, tax identification number, date of birth, employment status, annual income, and net worth. 

In providing products and services, we collect nonpublic personal information about our clients from the following sources: 

  • Information we receive from clients on applications or other forms (e.g. investment/insurance applications, new account forms, and other forms and agreements);
  • Information about client transactions with us or others (e.g. broker/dealers, clearing firms, or other chosen investment sponsors); and
  • Information we receive from consumer reporting agencies (e.g. credit bureaus), as well as other various materials we may use to put forth an appropriate recommendation, or to fill a service request.

AHIA does not disclose any nonpublic personal information about its clients or former clients to any non-affiliated third parties, except as permitted by law.  While servicing a clients’ account, AHIA may share some information with its service providers, such as transfer agents, custodians, broker-dealers, accountants and lawyers.  Additionally, we will share such information where required by legal or judicial process, such as a court order, or otherwise to the extent permitted under the federal privacy laws.  

AHIA restricts internal access to nonpublic personal information about clients to those associated persons of AHIA who need to access that information to provide services.  As emphasized above, it has always been and will always be AHIA’s policy never to sell information about current or former clients or their accounts to anyone.  It is also AHIA’s policy not to share information unless required to process a transaction, at the request of a customer, or required by law.

AHIA places strict limits on who receives specific information about client account(s) and other personally identifiable data. As a rule, we do not disclose nonpublic personal information we collect to others. However, because we rely on certain third parties for services that enable us to provide our advisory services to clients, such as our attorneys, auditors, other consultants, brokers, and custodians who, in the ordinary course of providing their services to us, may require access to information, we may share nonpublic personal information with such third parties. 

AHIA may also disclose such information to others upon a client’s written instructions.  Such written instructions may be amended, and/or rescinded at any time in writing.  If a client prefers that we not disclose confidential personal information about them to non-affiliated third parties who provide a product or service that we feel would benefit them, the client may direct us not to make disclosures to such non-affiliated third parties via an opt-out provision.  We restrict access to nonpublic personal information about clients to those persons associated with AHIA, who need access to such information in order to provide our products or services to clients.  We maintain physical, electronic, and procedural safeguards that comply with federal standards to guard clients’ nonpublic personal information. If a client decides to close his/her account(s) or become an inactive customer, we will adhere to the privacy policies and practices as described in this notice. 

AHIA reserves the right to change these Privacy Principles, and any of the policies or procedures described above, at any time without prior notice. However, clients will be promptly provided with a current copy of our privacy notice upon material changes or upon request.  Active clients will receive a current copy of our privacy notice at least annually. These Privacy Principles are for general guidance and do not constitute a contract or create legal rights, and do not modify or amend any agreements.   If you have questions about this privacy policy, or if you wish to amend or rescind your written instructions with us at any time, please call us at (239) 777-3188.