Hammer And Company LLC

Hammer and Company, LLC provides fee-only discretionary portfolio management to individual and high-net-worth clients, offering tailored wealth management that can include equities, fixed income, mutual funds, publicly traded limited partnerships and REITs. The firm reports discretionary assets under management (per the brochure) and conducts pre-advisory consultations and a financial profile questionnaire to establish client investment parameters.

The firm’s investment process blends fundamental and technical analysis and applies Modern Portfolio Theory and asset-allocation principles to set risk-return targets and construct diversified portfolios matched to each client’s time horizon and tolerance for volatility. Implementation emphasizes disciplined, long-term allocation techniques (including dollar‑cost averaging) rather than reliance on a single stock‑picking style.

Notable operational features disclosed in the brochure include a custodial relationship with a major broker‑dealer through which the firm receives institutional services and other economic benefits that the firm acknowledges could present potential conflicts of interest. The brochure also notes that proxy voting is generally left to clients, the firm does not routinely participate in class‑action litigation on clients’ behalf, and fee deductions from custodian accounts are performed only with client authorization and accompanying disclosures.