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Investment Management

HFS was founded on the principle that every financial portfolio is different, and that working closely with each individual client is the only way to effectively put you on a path toward long-term financial confidence.

Our research is objective. This independence results in recommendations you can rely on to help pursue your investing goals. Our partners at LPL Financial are the industry leader in research. Complimenting our own research and oversight with the LPL analysts and investment team allows us to design strategies and offer guidance that gives you confidence. Your portfolio is designed for your timelines, risk tolerance and expectations.