Halbert Hargrove

Halbert Hargrove Global Advisors, LLC is an SEC registered investment adviser established on October 13, 1988. The firm specializes in providing investment management, wealth advisory, financial planning, and consulting services. They manage over $2.7 billion in assets, with a focus on discretionary asset management. Clients can engage the firm for wealth advisory and financial planning services, consulting services, and investment management services. HH primarily allocates client assets among Independent Managers, mutual funds, ETFs, structured products, and individual securities. The firm may recommend investments in tender offer funds and privately placed securities for accredited investors. HH tailors its advisory services to individual client needs, developing investment policy statements based on client goals and risk tolerance. The firm's investment philosophy is centered on integrating money and life, with a focus on long-term strategic investing. HH utilizes qualitative and quantitative research for investment evaluations and has a disciplined approach to portfolio construction. Clients are advised on risks associated with mutual funds, ETFs, interval funds, and tender offer funds. HH acts as a fiduciary, providing investment discretion and voting client securities in the best interests of clients. The firm participates in referral programs with Fidelity and Schwab, receiving referrals and paying fees based on assets under management. HH has a Proxy Voting Committee responsible for voting client proxies in alignment with its Proxy Voting Policies and Procedures. The firm does not have any financial disclosures that may impair its ability to meet commitments to clients. For more information, visit www.halberthargrove.com.