Mountain Hill Investment Partners Corp. operates as a boutique family office serving individuals, families, corporations, trusts, estates, and corporate retirement plans. With over 75 years of collective experience, the firm builds customized portfolios tailored to each client's specific goals, risk tolerance, time horizon, and tax situation. Mountain Hill Investment Partners Corp. manages several proprietary strategies, including the RJJ portfolio, which is a low-beta, low-price-to-earnings, high-dividend-yield equity model, alongside risk-weighted models utilizing mutual funds, index funds, and exchange-traded funds. The firm provides discretionary investment management where advisors make trades on behalf of clients, as well as non-discretionary advisory services for corporate retirement plans. Clients may place restrictions on purchasing certain types of securities. In addition to investment management, the firm charges hourly or flat fees for advice on assets held elsewhere and offers insurance products through licensed employees.
Fee Structure
- Hourly or flat fee advice on outside assets — Charged based on the scope and complexity of the engagement for clients seeking advice on assets not held at Mountain Hill Investment Partners Corp.