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 investment objectives evolve, we adjust your strategies and portfolios at no additional cost. We also work to reduce overall fees by considering total assets and account-specific needs, since not all investment accounts require the same fee structure.
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
Retirement planning involves setting aside enough money during your working years to support your desired lifestyle after you retire. It's essentially preparing financially for your future when you no longer have a steady income from employment. Hilton Head Capital Partners is here to help protect your future and your legacy.
Insurance Strategies
We do everything we can for our loved ones, not because we have to, but because we want to. If you're looking for affordable life insurance coverage for a specific period of time, term life insurance may be right for you. Permanent life insurance offers many different options and you can find the right guarantees, flexibility and cash value options to fit your needs.
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 happy to consult with your tax planners and legal teams to ensure we are all in alignment with your retirement and financial plan.
Estate Planning
Our firm provides Estate Planning guidance. You should consult with a qualified attorney to protect your family. We will be available to consult with them without charge.
Asset Protection
We protect our cars and homes. Often some of our other assets that can fall prey to life events are overlooked. Life events can affect your business, your retirement accounts, personal lives, and sometimes your ability to make money.