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Halbert, Hargrove/Russell LLC.

Halbert Hargrove has been in the wealth management business for more than 65 years. Today, with offices in California, Colorado, Illinois and Washington, they continue to invest in their people, in innovative research and in technological systems to provide the highest level of service for their clients. Private investors, corporations, endowments and foundations, and other nonprofit organizations rely on their asset management discipline, investment knowledge and objectivity to help them achieve strategic financial goals.
The Company unique program is designed to meet the needs of today's most demanding investors. HH is an employee owned firm, not controlled by any outside entity, independent of any product provider. In 1989, to reflect their commitment to put client interests first, they moved from a transaction to an asset based fee method of compensation.
The Company process is carefully structured to bring their professionals specialized expertise to bear in every aspect of managing your portfolio. Their team is your best resource knowing you well they can provide the best possible investment planning, implementation, oversight and client service.
The Company 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. They offer a highly structured investment process applied with rigor and diligence. Their process is guided by their investment philosophy that objectivity, expertise and product independence are all absolutely necessary in order to design, implement and monitor an appropriate portfolio for your needs.
The Company manages their clients' wealth, along with their charitable legacies and the retirement plans of their businesses. They also advise charitable organizations and corporate partnerships.

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