Clients & Capabilities

The HMA team, with the support of our strategic partners, HighTower and Charles Schwab, is structured to deliver on investment plans across the spectrum of individuals, families, trusts, pension plans, retirement plans, foundations and endowments.


"When people talk, listen completely. Most people never listen."


Our investment management philosophy involves a collaborative process with each client. Portfolios are based on each client’s specific circumstances and distinct preferences, including time horizon, income needs, risk tolerance and tax considerations. To help clients meet their goals, investment holdings consist of varying proportions of stocks, bonds, cash and value-added alternatives. Importantly, we believe the best way to understand our clients and their needs is to listen to them. To us, that's what really matters — that’s HMA.


"A goal without a plan is just a wish."


Financial planning can seem arduous, but it doesn't have to be. We believe the key is working with clients to define their goals and create plans that are understandable. Our mission is to help turn our clients’ wishes into actions that give meaning and direction to their investments. Sophisticated financial planning made simple — that's HMA.


“People will forget what you said. They will forget what you did. But they will never forget how you made them feel."


At HMA, we believe that lasting client relationships are based on friendship, not a one-size-fits-all approach. Alongside being knowledgeable, accessible and responsive, we want to have fun with our clients. We want to discuss books and movies, go out to dinner, drink some wine, and talk about upcoming trips and what the children and grandchildren are up to. We want to cruise on a river boat through downtown Chicago on a warm summer evening, play golf together, cheer on the Cubs and spend a sunny Saturday afternoon at Arlington Park. What we, as a team and individuals, really value are our long-lasting friendships — that’s HMA.


After doing our due diligence, HMA has selected HighTower for their back- and middle-office support and resources, and Charles Schwab for their custodial and corporate trustee services. These two well-known, national firms provide technology platforms and support that enhance the financial services we offer our clients.