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For Advisors

Flexible Investment Strategies

Empowering Advisors with Portfolio Solutions for Their Clients 

As fellow entrepreneurs and business owners, we understand the challenges you and your clients face.

That’s why we’re committed to offering investment solutions that align with your investment needs.

Our actively managed, balanced and equity portfolios are designed to provide you with the flexibility needed to help achieve a range of client objectives.

Advisor Benefits

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Proven strategies designed to meet core equity, complementary fixed income,  income generating, and cash alternative allocations.
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Access to investment professionals who make portfolio decisions.
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Easy allocation through leading investment platforms, ETF (Small & Mid Cap Opportunities), mutual funds (Tactical Income), or via SMA.
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Full portfolio transparency.
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Expert insights on the market trends, and economic themes to better inform client investment decisions.
Hilton H logomark

Hilton Capital Management

Our Approach

We focus on producing superior risk-adjusted returns through a combination of decreased portfolio volatility, capital appreciation, and, in selected strategies, income generation. 

Proprietary insights into global macro trends, strategic asset allocation, and security selection form the foundation of our investment process, helping better position portfolios across market cycles.

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Contact us today to explore how we can help meet your clients' goals.

Contact Us