Halbert Hargrove

Halbert Hargrove Global Advisors serves individuals (including high-net-worth clients), pension and profit-sharing plans, trusts, estates, charitable organizations and corporate entities, managing roughly $4.2 billion across a multi-advisor platform. The firm provides discretionary, fee-only investment management alongside financial planning, stand‑alone consulting and retirement plan services (including 3(21)/3(38) plan advisory work and recommendations of independent managers).

Investment decisions are vetted by an Investment Committee that uses qualitative and quantitative research to build diversified portfolios across individual equities, fixed income, mutual funds, ETFs and separately managed accounts, and the firm may allocate to private funds, interval/tender-offer funds, structured notes and options strategies when appropriate. The brochure also discloses operational features such as treating cash as an asset class, reliance on independent managers when selected, and the controlled use of AI tools under a formal policy to support — not replace — advisor judgment.

Compared with many peers, the firm discloses publishing periodicals/newsletters and using hypothetical performance illustrations in its advertising, practices the brochure highlights as part of its marketing and client communications. It also operates a digital/wrap-style offering through a Zoe/Apex platform to serve smaller or more automated accounts and participates in referral programs (Fidelity WAS and Schwab Advisor Network), with proxy voting delegated to Broadridge using Glass Lewis recommendations and a disclosed policy on cryptocurrency exposure (non-discretionary unless client-authorized), all of which the brochure describes as potential sources of conflicts or special handling.