Investing With Intent

Explore our strategies to find the best fit for your objectives

Our Approach

Our investment approach is centered on producing superior risk-adjusted returns through a combination of decreased portfolio volatility, capital appreciation, and in selected strategies, income generation. 

We incorporate our view of global macroeconomic signals, asset allocation, and disciplined security selection in seeking to achieve this goal.

Our Strategies

HILTON CAPITAL MANAGEMENT

Tactical Income

A competitive total return strategy centering on a balanced portfolio of income-generating securities with significantly reduced risk.

Learn More

HILTON CAPITAL MANAGEMENT

Dividend & Yield

A lower beta, all-equity strategy focusing on large- and mid-cap dividend-paying equities tempered by tactical adjustments to S&P 500 Index sector weightings.

Learn More

HILTON CAPITAL MANAGEMENT

Small & Mid Cap Opportunities

A primarily value-themed, small- and mid-cap equity strategy. Investments are made opportunistically, on a risk-adjusted basis, and in line with the firm’s long-term macro views and sector weightings.

Learn More

HILTON CAPITAL MANAGEMENT

Efficient Tactical Income

A strategy primarily using passive ETFs to mirror the profile and performance of the Tactical Income strategy. It includes fewer positions and a lower initial minimum investment than the TI portfolio.

Learn More

Tactical Income Mutual Fund

The Tactical Income strategy is also available in a mutual fund vehicle outside of Hilton Capital Management. For more information please see Direxion.