Investing with Addis & Hill

There is a major restructuring going on in the financial services industry as a result of the credit crisis and recent economic meltdown - which probably comes as no surprise to you. 

Despite all the industry failures, independent fee-only advisors, like Addis & Hill, have survived and are even thriving.  Why?  Everything fee-only advisors are required to do is done in the best interests of clients – our fiduciary responsibility. 

Protecting your principal comes first at Addis & Hill. We maintain highly diversified portfolios centered on core sectors of the market such as global equities, treasuries, and international stocks.  We believe that index investing with Exchange Traded Funds (ETFs) with an active tactical overlay is a winning combination. 

Diversification

Our investment process is deeply rooted in diversification optimization, the best way to control risks inherent in the investment world. By combining some of the most sophisticated technology available in the industry we have developed a combination of portfolios that can benefit conservative minded investors. 

Indexing

We believe in building portfolios using broadly diversified Exchange Traded Funds that track financial market indexes.  ETF’s developed over the past 15 years are enjoying immense popularity due to their tax efficiency, transparency, stock-like features and low expense charges.

Strategic Rebalancing

By continuously keeping tabs on what’s happening in the financial markets, we are able to be responsive and adapt our portfolios whenever necessary. By maintaining control of your portfolio we can seize any opportunities that present themselves.

Client Reporting

In addition to the monthly statements you receive from SSG, we deliver quarterly performance statements so you know how you are doing toward achieving your goals as well as how your account is performing relative to certain industry benchmarks.  You can also view your account anytime through a secure area of our web site.

Account Protection            

Addis & Hill does not take custody of your investments. Pershing provides custodial services with Shareholders Service Group acting as our broker dealer. Both Pershing and SSG are regulated by the Financial Industry Regulation Authority.

Your assets are protected by the Securities Investor Protection Corporation (SIPC) created by Congress in 1970.When a brokerage is closed due to bankruptcy or other financial difficulties and customer assets are missing, SIPC steps in, and within certain limits, works to return customers’ cash, stock and other securities.

Fees

We offer a bundled fee which combines our financial planning and investment services in one fee that is deducted from your account on a monthly basis.

In addition to the fees we charge to manage your investments, you can expect some relatively minor trading costs that are paid to our custodian when a trade is made by us on your behalf.

To read about our Financial Planning services click here