Hunter Associates Investment Management provides continuous investment management and financial planning services to individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm builds customized portfolios based on each client's specific goals, risk tolerance, and time horizon, managing accounts on both a discretionary and non-discretionary basis. Investment strategies may incorporate fundamental, quantitative, and qualitative analysis, utilizing long-term and short-term purchases, option writing, and a broad range of securities including stocks, bonds, mutual funds, exchange-traded funds, and annuities. In addition to individual portfolio management, Hunter Associates offers a wrap fee program and a manager of managers program, which allows the firm to select and oversee outside registered investment advisors for client accounts. Financial planning is generally provided as a value-added service to portfolio management clients, covering cash flow projections, tax strategies, retirement goals, and estate planning considerations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Clients with accounts opened prior to January 1, 2023, may pay lower historical fees. Fees are negotiable on a client-by-client basis.