Investment Management Services

Looking for an investment plan that makes sense?

Determining what fits best for your investment needs is key to crafting an overall investment strategy.

Whether you have a small amount of money, a rollover from your employer upon retirement, or an inheritance, we have an investment plan appropriate to your needs, your risk tolerance, and your time horizon. Your investment plans are integral to achievement of your financial goals. How you invest, how you save, and how those investments are taxed are instrumental in your success. At HFS, we utilize investments appropriate to your needs to maximize the efficiency of your investment strategy.

These investments may include any of the following:

  • Stock Portfolios
  • Individual Bond Portfolios
  • Mutual Fund Portfolios
  • Income Producing Portfolios
  • Separately Managed Accounts
  • Index funds/ Exchange Traded Funds

In addition, we specialize in Sustainable and Responsible Investing, and offer fully diversified portfolios composed of socially responsible mutual funds, stocks, and/or bonds.

Get SRI (Socially Responsible Investing) information, HERE.

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Securities and advisory services offered, in states where licensed, exclusively through representatives of KMS Financial Services, Inc., Member FINRA /SIPC and an SEC Registered Investment Advisor.

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