Investment Solutions
Building portfolios that balance return with a level of risk that won’t keep you up at night
Preserve principal. Maintain purchasing power. Manage risk. Finding the right mix of investments to help you achieve these basic tenets of investing takes time and knowledge of the financial markets. Rather than go it alone, many people want someone to do it for them or with them. | We provide objective Hayman Capital that encompass your complete financial landscape: |
Investments don’t exist in a vacuum. They’re an integral part of your comprehensive wealth management strategy. Your portfolio’s performance directly impacts your ability to achieve your goals. Harvesting investment losses helps reduce your tax obligations. Your risk management and estate plans influence the titling of your portfolio.
Our investment advisors understand these connections and collaborate closely with our in-house tax and planning specialists to preserve, grow, and protect your wealth.
Your big picture is made up of the smallest details. We look at both.
Investing is a commitment to your future. It’s a way to grow and preserve what you’ve earned. Our disciplined investment process helps ensure your portfolio is positioned to withstand changing market and economic conditions.
At ?Hayman Capital, conversations drive recommendations, not the other way around. We want to know you as a person and as an investor. Understanding your passions, concerns, needs for today, and plans for the future is the cornerstone of designing your investment strategy.
Based on our conversations, we’ll draft your personal IPS. Think of it as a road map for your investment decisions. It outlines the purpose of the funds, planning considerations, your target asset allocation profile, and any investment restrictions or preferences. For example, your IPS might contain a provision about your desire to invest in socially responsible companies.
Using your IPS as our guide, we evaluate different active and passive solutions and select the investment managers that offer the most potential return for your desired level of risk. Where appropriate, we also identify alternative and private investment opportunities. Our size as a national investment advisor enables us to secure the most competitive terms and pricing for you.
Shifting goals. Extreme market volatility. Inconsistent investment manager performance. All have the potential to throw your portfolio off track. We monitor and benchmark your investments, meet with you regularly, and recommend adjustments as needed to help ensure this doesn’t happen.
Your source for comprehensive financial advice and oversight.
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