Hentch Solutions

Hentch Solutions provides investment advisory services to individuals, couples, families and small businesses, primarily by recommending and placing clients on third‑party advisory platforms and managed‑account programs such as Matson Money, Pacific Financial Group strategies, and American Funds’ programs. The firm assists clients with onboarding, paperwork, and delivery of regulatory disclosures and — according to the brochure — maintained a small client roster and reported no assets under management as of the filing date.

Rather than directly managing discretionary portfolios for individual accounts, Hentch Solutions typically serves as a co‑advisor or liaison: it helps complete platform paperwork, updates third‑party managers with client information, reviews quarterly statements, and monitors third‑party manager performance while the recommended managers generally execute trading. Investment recommendations are driven by asset allocation principles used by the recommended platforms (including Modern Portfolio Theory, multi‑factor models, and periodic rebalancing), and the firm tailors referrals and advice to clients’ documented objectives and risk tolerance.

Compared with many independent advisers, the firm’s model is notable for not providing direct portfolio management for individual retail accounts and for operating largely through referral and co‑advisory fee arrangements with third‑party managers, rather than managing assets in‑house. The brochure also discloses that the principal maintains an active insurance practice and includes a 2017 employment termination for a data‑security policy violation, both of which are described as potential considerations for prospective clients.