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HomeOverview Services Our Team Of Interest Calendar Chairman's Corner New Retirement Forum Help My Account Selection Process Planning Transparency Experience Managing/Regional Directors Relationship Managers Management Team Chairman's Corner Articles/Publications Contact FAQ's Browser Settings 128-bit Encryption Adobe Acrobat Site Map Economic Indicators Dashboard Summary of current state Summary of the Investment Markets for the 1st Quarter of 2014 View PDF Timely investing chart from a trusted investment source View PDF Tips to Manage Spending in Retirement Learn more. Halbert Hargrove Renews CEFEX Certification We are the first Top Fifty fiduciary investment and wealth advisory firm in the West to earn certification by the Centre for Fiduciary Excellence. Learn More CNBC - Top Fee only Wealth Managers View Halbert Hargrove's Ranking Disclaimer and Methodology Forbes - Top 50 Wealth Managers View Halbert Hargrove's Ranking Disclaimer and Methodology Fiduciary Investment Management and Wealth Advisory Services. Halbert Hargrove's process is designed to meet the needs of today's most demanding investors. Knowledge of the financial markets is just one of many critical components of a successful financial strategy. Halbert Hargrove's objective institutional advice is provided in the context of a personal relationship. We manage our clients' wealth, along with their charitable legacies and the retirement plans of their businesses. We also advise charitable organizations and corporations. Five key characteristics make Halbert Hargrove a wise choice for investors: Selection With so many choices available to investors, how do you make an informed decision? Halbert Hargrove provides the best of both worlds: A wide range of solutions plus objective advice. Our extensive relationships with institutional investment management firms give our clients access to preferred vehicles. And our independence from product providers ensures that our advice is always guided by your best interests. Process Halbert Hargrove's professionals work with you closely to create an investment plan to protect your wealth and meet your long-term goals. We make a significant commitment to research, due diligence and manager scrutiny, and diversify across all essential asset classes in structuring your portfolio. Based on your investment objectives and risk tolerance, we build a diversified portfolio using managers and structures we believe are the best of class for each type of asset, resulting in an efficient total portfolio. Planning We understand the complexities wealth can pose. Our financial strategies go well beyond investment management, taking your financial needs and personal goals into consideration. Halbert Hargrove works across generations and works to systematically address vital concerns such as estate planning, tax planning, philanthropic goals, and family financial education. We research the market and can provide referrals to the acco
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