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Home > Financial Services > Stock Brokers > Halbert Hargrove & Co.
Halbert Hargrove & Co.
Halbert Hargrove & Co. is a member of NASD, the National Association of Securities Dealers. NASD is a self regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
At Halbert Hargrove, 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.
They monitor your account continuously with a careful eye to rebalancing to maintain the risk control effects of asset allocation. They believe the level of diversification implemented in their clients' portfolios is the highest in the industry. Their clients benefit from their alliances with Fidelity's technologically advanced trading platform and custodians. To address the financial complexities their clients face, Halbert Hargrove’s Family Advisory Systemencompasses a wide range of services. Clearly, different skills and different services are needed for each of the areas shown in the diagram on the left. They believe no one firm or professional can successfully be everything to all people.
Their system is an open one skilled teamwork, aided by technology, enables them to analyze your objectives and concerns. Their system includes reporting and managing the information flow in all necessary directions. Their technology platform enables them to tie in all of a client’s expert advisors and share information to make the process as seamless as possible.
Halbert Hargrove's high client retention reflects their commitment to earning clients’ trust through all market environments. At Halbert Hargrove, frequent, clear and informative communications are an important part of their client relationships. So is making real time portfolio information available. And so is their fee structure and independence from product providers, so that clients can be assured of their objectivity. Increasingly, the Halbert Hargrove model is becoming the investment management industry norm they have been pursuing this conflict of interest free model for 15 years. As an advisory fee based firm, the better your investments perform, the more they benefit as well. What this means for clients is that they are always guided by your best interests.
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