HZ Investments is a registered investment advisor based in Chevy Chase, Maryland, that offers ongoing portfolio management services to individuals, high-net-worth individuals, and charitable organizations. The firm builds customized investment portfolios tailored to each client's specific goals, risk tolerance, and time horizon. HZ Investments primarily uses fundamental analysis and long-term trading strategies, focusing its investments on mutual funds, fixed income securities, real estate funds including real estate investment trusts, equities, and exchange-traded funds, with a particular emphasis on equities. The firm operates with the authority to make trades on behalf of clients without asking first, and requires client accounts to be held at specific custodians such as Charles Schwab and Wilmington Trust.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally negotiable and memorialized in the client's advisory agreement.