HFR Wealth Management, LLC

HFR Wealth Management provides continuous discretionary investment management to individuals, high‑net‑worth clients, trusts, corporations, pension and profit‑sharing plans, and charitable organizations. The fee‑only firm reports $588,662,553 in discretionary assets under management as of 12/31/2025.

The firm follows a fiduciary Prudent Investor approach with a long‑term, value‑oriented philosophy inspired by Ben Graham, typically constructing equity portfolios of 35–40 liquid, well‑established companies diversified across sectors and supplementing equity allocations with investment‑grade bonds or money‑market instruments for clients seeking lower risk. Investment Policy Statements are used to set maximum stock exposures, annual turnover is generally under 25%, and the firm avoids derivatives and high‑beta concentration strategies.

Distinctively, HFR provides formal performance analysis and reporting to clients — including portfolio‑ and asset‑class level comparisons to major market indices and quarterly PortfolioAnalysis reports for accounts over $100,000 — and makes its account performance information and Form ADV readily available to prospective clients, a disclosure practice that is uncommon among peer team firms. The firm also discloses custodial arrangements and proxy‑voting procedures and addresses related conflicts of interest, including benefits received from its custodian.