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Hilton Head Capital Partners is committed to building and maintaining your trust in us so that you have the confidence to live life to the fullest.

Trustworthy

Regardless of the size or the investment portfolio, clients are looking for the same thing—an honest relationship with a professional who genuinely values their needs and concerns.

Experienced

We create an investment and comprehensive financial plan, guiding you through life changes to help keep you from running out of money before you run out of time.

Professional

We offer unbiased, conflict-free advice, and a commitment to transparency, which serves our clients while building confident, lasting relationships based on trust.

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Don’t Let the Complexities of Your Financials Burden You Any Longer

We create an investment and comprehensive financial plan, guiding you through life changes to help keep you from running out of money before you run out of time. A Legacy Plan is also an important focus so that those that you care about are taken care of along with charities that are close to your heart.

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Our Clients Are Like Family

Hilton Head Capital Partners is committed to building and maintaining your trust in us so that you have the confidence to live life to the fullest. We are structured as an independent Registered Investment Advisor (RIA) which represents a deliberate choice to move away from the environment of traditional brokerage and investment banking firms. As an RIA, the firm has a fiduciary duty in how it manages each client’s wealth.

Six Key Fiduciary Duties
✓ Serve the client’s best interest
✓ Act in utmost good faith
✓ Act prudently – with the care, skill and judgement of a professional
✓ Avoid conflicts of interest
✓ Disclose all material facts
✓ Control investment expenses