About My Practice
The George M. Hiller Companies, LLC are a nationally recognized financial services group offering high quality financial and investment advisory services to its clients. The purpose of the firm is to provide services that improve the financial condition of the clients it serves.
This purpose is accomplished by providing investment counsel on a fee basis (no commissions are earned by the firm from the purchase or sale of any securities). This allows the firm to provide objective advice free from potential conflicts of interest.
Investment advisory services include the following: development of a personal investment portfolio, ongoing management and monitoring of investment holdings, detailed record keeping and reports of investment holdings, performance evaluation, and coordination of investment portfolio with other financial planning objectives.
In general, our overall investment strategy is to be positioned in both equity and fixed income markets, broadly diversified, highly liquid and professionally managed. Properly implemented, this approach allows us to participate in long term performance while reducing portfolio volatility. We strategically focus on no load (no commission) mutual funds that allow us to access some of the top investment talent in the country for the benefit of our clients. With larger accounts we also consider individual security selections. Our objective is to deliver a long-term investment return that that exceeds risk free returns while prudently managing portfolio risk.
Over 20 years of experience in providing financial advisory services and investment counsel to high income, high net worth clients.
Registrations, Licenses, Certifications & Affiliations
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Admitted to Bar
- Other - LLM-Taxation
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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