What We Can Offer You
We provide Financial Planning, Investment Analysis, Retirement Planning, and Portfolio Management. A financial plan can provide an outline for your current and future goals.
Our investment analysis and portfolio management program employs a disciplined process that sophisticated institutional investors have followed for decades in managing their investments. Realizing the importance of after tax returns we offer tax-managed portfolios for taxable accounts. We utilize the finest and most reputable institutional money managers in the country.
What makes Hinton McCurry, LLC
different from other firms?
-
Independent – We work for our clients, since we own our business. The only obligation we have is to our clients.
-
Objectivity – We operate on a fee basis. This allows us to make decisions based on our clients’ best interest. We are goal and process driven, not product driven.
-
|
 |
Core Values and Beliefs
Integrity- We adhere to a strict code of honesty, and ethical behavior.
Objectivity- We place the interest of our clients first. We offer fee-only asset management, as well as other transaction cost investment products.
Service- We are passionate about providing the absolute best customer service to our clients. In fact, we go out of our way to make our clients happy. We make sure that our services are prompt, professional and courteous.
Competence- We believe that competence is the benchmark by which we should be judged. Therefore, we constantly pursue continuing education and professional development.
Stewardship- We care about our clients and their financial goals. Since we believe in “The Golden Rule”, we treat our client's as we would want to be treated ourselves. We know that we have been entrusted with extremely confidential and personal information, and for this reason we excercise toal confidentiality with our clients.
|
|
|
