Hivest Financial LLC

Hivest Financial provides advisory and financial planning services to high-net-worth individuals and to corporations or business entities, offering investment planning, retirement and college planning, and debt/insurance reviews. The firm also facilitates portfolio management by directing clients to third‑party investment advisers and structures allocations across traditional and alternative investment types.

The firm’s investment approach emphasizes fundamental analysis and employs long‑term, short‑term and options strategies as appropriate to client objectives and risk tolerance. Hivest conducts due diligence on any third‑party advisers it recommends and typically refers clients to those managers to implement portfolios rather than directly trading or custodizing client assets.

Noteworthy for a small independent adviser, Hivest explicitly serves corporate/business clients and routinely includes allocations to private funds and other alternatives (private equity, hedge funds, venture capital, private placements, REITs) and options strategies in its investment menu. It discloses fee‑sharing arrangements with selected third‑party advisers and describes processes to review ongoing performance, creating potential conflicts it says it manages through disclosure and documented due diligence.