A Passion for YOUR Success
In 2010, Andrew Hill and Jennifer Figurelli created a registered investment advisory firm. The firm provides customized investment management and financial concierge services. Working together for over a decade at several national banks, they have over 35 years of collective experience in the trust and investment industry. Andy and Jennifer pride themselves on creating personal relationships with every client.
Investment Financial Services
The allocation of the portfolio between fixed income, equities, commodities and cash is most important decision. We develop and investment strategy that combines a client’s personal needs for cash flow from the portfolio, return objectives, and risk tolerance with opportunities in the financial markets.
Our equity process focuses on selecting primarily mid and large capitalized companies that are leaders in their respective markets, are projected to achieve superior returns on invested capital, and have potential to growth revenues and earnings over time. In addition, we integrate research each company for environmental, social, and governance factors into our detailed fundamental analysis. Quarterly, each core holding is evaluated on 24 fundamental and technical factors including return potential relative to assumed risk, revised investment thesis, potential total return relative to market and company specific risk, and decision to buy, hold, or sell the position.
Our fixed income process focuses on matching a client’s cash flow needs from the portfolio aligned to bond maturities. Bond holdings are evaluated on credit quality compared to the associated risk premium with the objective to identify opportunities yields are attractive to the assumed risk. Generally, fixed income securities include individual corporate, government, and municipal bonds with various mutual funds and ETF’s for yield enhancement.
Personal Financial Concierge Services
Our personal financial concierge services are what distinguish us apart from other firms in the industry. Financial Concierge Services are not the same as Financial Planning. A true “Financial Concierge” takes care of whatever miscellaneous personal financial planning services that a client may need above and beyond traditional financial planning. This could include anything from basic financial housekeeping to providing support for someone who has a high-level and/or one-time project.
Financial Planning Services
A financial plan is much more than a software program that generates elaborate flowcharts and spreadsheets. It 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.
- CASH FLOW PLANNING
- RETIREMENT PLANNING
- EDUCATION FUNDING
- RISK MANAGEMENT
- PHILANTHROPIC PLANNING
- ESTATE PLANNING
Once a plan is in place, we take it one step further by making sure your financial affairs are in good order. It is difficult to implement a financial plan if you are not organized. See Personal Financial Concierge Services for more information.
OUR OTHER SERVICES INCLUDE
CUSTOMIZED INVESTMENT STRATEGIES
SMALL BUSINESS PENSIONS and 401K PLANS
INDIVIDUAL, IRA and TRUSTS
ACCOUNTS HELD IN CUSTODY AT FIDELITY
What Makes Us Great?
At Andrew Hill Investment Advisors, Inc., we customize investment strategies while offering financial concierge services. From small business pensions to eldercare planning, we are here to customize your financial investments to your personal needs. Contact us today to secure your financial future!