Our Services
Our Services
Focused on You – Our Client
As a Registered Investment Advisory firm and Fiduciary, we manage custom investment portfolios for a low annual management fee. Unlike stockbrokers or financial advisors, we don't recommend or sell commission products, aligning our objectives with yours - to achieve success.
Since 1987, we have proudly designed custom portfolios, showcasing our extensive experience and capability to meet your unique investment requirements for growth, income, or any strategy. As your family objectives evolve, we make amendments and adjustments to your portfolios at no additional expense or fees.
Our exceptionally low fees are possible because we prioritize you, our client, by avoiding unnecessary departments and operations found in larger national firms. In essence, we focus on providing personalized attention backed by expertise and knowledge. Having achieved financial success, it's time you received the highly personal and experienced attention you deserve.
Investment Portfolio Management
Our firm does NOT rely on any one type management style or manager for portfolio management. Bruce has specialized in customized portfolios to suit the qualified investor since 1987. Through Raymond James Financial and Charles Schwab as custodians, you have access to a variety of solutions, with invested assets of $100,000 to $20 million, at some of the lowest industry management fees for customized portfolio management.
Retirement Planning
Hilton Head Capital Partners, does NOT provide retirement planning; however, we can refer you to a professional in this area without a referral fee.
Insurance Strategies
Hilton Head Capital Partners, does NOT provide insurance planning or strategies for Life, Disability and Long-term Care protection; however, we can refer you to an appropriate insurance professional without a referral fee.
Tax Strategies
Tax planning is a complex and significant factor in your overall financial plan, and you should seek a qualified tax advisor. We do NOT provide tax or legal guidance but, we will be available to consult with them without charge.
Estate Planning
Our firm does NOT provide estate planning or guidance. You should consult with a qualified attorney to protect your family. We will be available to consult with them without charge.
Our Values
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.