SERVICES

Forward-Thinking Investment Philosophy & Strategies

Good Stewardship LEADS TO GREAT OUTCOMES

One of the most important investment decisions is the allocation of your portfolio between fixed income, equities, commodities and cash. But at Andrew Hill Investment Advisors, our professionals consider more than the simple question of what investment products might accomplish your needs. We also weigh how your future investments have the opportunity to impact the world in terms of environmental, social and governance (ESG) factors.

Think about it. What resources, insights, services and people might your investments benefit?

For that reason, Andrew Hill Investment Advisors carefully screens potential companies and funds for their ESG policies and real-life applications. Do they demonstrate a commitment to conserving natural resources, ensuring safe working conditions, protecting consumer data and prioritizing transparency? This can often indicate a solid foundation for strong business profitability, competition and growth in today’s market.

Cash flow from the portfolio

Growth and return objectives

Risk tolerance with opportunities in the financial market

The Equity Process at
Andrew Hill Financial Advisors

At Andrew Hill Financial Advisors, our equity process focuses on selecting primarily mid- and large capitalized companies that are leaders in their respective markets.

Our financial professionals look for organizations who are projected to achieve superior returns on invested capital, in addition to the potential to grow revenues and earnings over time. We also integrate environmental, social and governance (ESG) factors into our detailed research and fundamental analysis.

The Fixed Income Process at
Andrew Hill Financial Advisors

Fixed income securities include individual corporate, government and municipal bonds with various mutual funds and exchange traded funds (ETFs) for yield enhancement.

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. The objective is to identify opportunities yields that are attractive to the assumed risk.

Identifying Wise ESG Investments

Andrew Hill Investment Advisors screens all potential investments to ensure each company protects the natural environment where they operate. We carefully consider environmental assets and threats for the companies in which you choose to invest. This includes contamination of land, deforestation, the disposal of hazardous waste, energy usage and more.

Invest in a company who shares your high standards and treats others well. To make that possible for you, our experienced team examines all companies thoroughly. We ascertain how they manage relationships with the employees, suppliers, customers and communities where they function.

Make sure you are investing in companies whose actions align with what you believe. How does a company oversee their financials? Do they deal with conflicts of interest well? How are they using their collective voice to vote on key issues? Andrew Hill Investment Advisors can provide answers.

How a company treats the environment speaks volumes about their operations process.

Andrew Hill Investment Advisors screens all potential investments to ensure each company protects the natural environment where they operate. We carefully consider environmental assets and threats for the companies in which you choose to invest. This includes contamination of land, deforestation, the disposal of hazardous waste, energy usage and more.

Aspiring to be a great social steward just makes sense.

Invest in a company who shares your high standards and treats others well. To make that possible for you, our experienced team examines all companies thoroughly. We ascertain how they manage relationships with the employees, suppliers, customers and communities where they function.

The word “governance” simply means oversight. A company’s governance quotient measures their leadership and oversight of executive pay, as well as internal and shareholder rights.

Make sure you are investing in companies whose actions align with what you believe. How does a company oversee their financials? Do they deal with conflicts of interest well? How are they using their collective voice to vote on key issues? Andrew Hill Investment Advisors can provide answers.

ANNUAL ESG CHARITY EVENT

To celebrate our commitment to fully integrating ESG factors into our firm’s core business model, Andrew Hill Investment Advisors established our first annual ESG charity program in 2018. During this event, the firm recognizes three outstanding charities who have made a positive impact on our community.

Additionally, Andrew Hill Investment Advisors distributes donations to local charities. We look for those who serve and enhance the local community through their ESG policies, practices and programs, such as crisis intervention training by the Collier County Sheriff’s department. Previous recipients include the Conservancy of Southwest Florida, Catholic Charities, Junior Deputies of Collier County, The Water School at Florida Gulf Coast University, the Healthcare Network and the National Alliance on Mental Illness (NAMI).

Ready to Meet with Andrew Hill Investment Advisors?

Are concerns about your children’s ability to manage finances – or a future inheritance – keeping you up at night? Do you feel supreme confidence that your investments are on track to meet your financial goals? We welcome any questions about your personal circumstances or any financial issues that are troubling you.

In fact, the team at Andrew Hill Investment Advisors would love to offer you a free consultation. Let’s ensure your investments are aligned with your goals and current market conditions.

Your Capable Advisors

Andrew “Andy” D. W. Hill, CFA

President and Co-Founder

Jennifer R. Figurelli, CTFA

Managing Director and Co-Founder

Contact Us to REQUEST Your Free Consultation Today

Please contact us to schedule your appointment at (239) 450-3999. We are happy to discuss a plan of action for financial independence, prudent estate planning and wealth management, investment philosophy and strategies, ESG factors, personal financial concierge services and more.

Additionally, Andrew Hill Investment Advisors offers virtual appointments for those who prefer phone or video conferences.

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