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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.
Our Services
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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