Mountain Hill Investment Partners

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Client assets under management

$359,506,076

Clients

155

31% high-net worth

Advisors

of 4 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

Typical

Average account size

$2,319,394

About

Mountain Hill Investment Partners is a boutique family office that provides discretionary and non‑discretionary investment advisory services to families, individuals, corporations, trusts, estates and corporate 401(k) plan sponsors. The firm manages client accounts directly and also provides hourly or flat‑fee advice for assets not held at the firm.

The firm emphasizes capital appreciation, preservation and risk management through asset allocation informed by both fundamental and technical analysis, leveraging Wall Street relationships and internal analytics. Its investment lineup includes a long‑running RJJ equity model described as low beta/low P/E/high dividend yield, risk‑weighted mutual fund and ETF models, and option strategies such as covered calls for portfolio protection.

Distinctive features include in‑house management of its model portfolios (rather than outsourcing to outside managers) and the long tenure of the RJJ offering, which the firm highlights as a lower‑volatility equity option. The firm also maintains regular client outreach (biannual in‑person reviews and periodic market updates) and discloses that some employees are licensed to sell insurance products, a source of potential conflicts the firm addresses in its disclosures.

Client services

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Expertise

Active portfolio management Options & derivatives strategies

Fee options

Fixed

Flat fee basis for advice on assets not held at the firm; determined case-by-case

Project-based

Fee based on scope and complexity; provided on a case-by-case basis

Main office location

Mountain Hill Investment Partners

724 Kings Highway East

Atlantic Highlands NJ 07716, United States

Number of offices

Most active in

Louisiana · New Jersey · New York · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 732-291-3188

Advisors at this firm

Lauren S

Series 65

Atlantic Highlands, NJ

Mountain Hill Investment Partners

Lauren Siewert is a financial advisor at Mountain Hill Investment Partners with four years of industry experience. She holds a Series 65 designation and has been with Mountain Hill Investment Partners since 2019, following a decade at The Siegfried Group. Mountain Hill Investment Partners is a boutique family-office style registered investment adviser serving families, individuals, corporations, trusts, estates, and corporate 401(k) plan sponsors. The firm manages approximately $360 million in client assets and constructs portfolios in-house using a combination of fundamental and technical analysis, asset allocation, and option strategies.

Active portfolio management Options & derivatives strategies

Michael M

Series 63, Series 65

Atlantic Highlands, NJ

Mountain Hill Investment Partners

Michael Meyers is a financial advisor at Mountain Hill Investment Partners with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mountain Hill Investment Partners since 2007, following a one-year tenure at Mutual Securities, Inc. Mountain Hill Investment Partners is a boutique family-office style registered investment adviser managing approximately $360 million in assets for individuals, families, corporations, trusts, estates, and corporate 401(k) plan sponsors. The firm constructs portfolios in-house using a combination of fundamental and technical analysis along with asset allocation to pursue capital appreciation, preservation, and risk management.

Active portfolio management Options & derivatives strategies

Andrew K

Series 63, Series 65

Atlantic Highlands, NJ

Mountain Hill Investment Partners

Andrew Kaiser is a financial advisor at Mountain Hill Investment Partners with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Mountain Hill Investment Partners since 2006, following a brief tenure at Mutual Securities, Inc. Outside of his advisory role, Kaiser serves on the boards of two nonprofit organizations focused on charitable work and youth sports. Mountain Hill Investment Partners is a boutique family-office style registered investment adviser serving families, individuals, corporations, trusts, estates, and corporate 401(k) plan sponsors. The firm manages approximately $360 million in client assets and constructs portfolios in-house using a combination of fundamental and technical analysis, asset allocation, and option strategies.

Active portfolio management Options & derivatives strategies

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