Hyperion Management Holdings, LLC

Hyperion Management Holdings provides ongoing portfolio management services based on each client's individual goals, risk tolerance, and time horizon. Hyperion creates a personalized investment policy statement for every client and manages portfolios with the authority to make trades without asking first. The firm primarily recommends equities, mutual funds, exchange-traded funds, fixed income securities, real estate funds, and insurance products. In addition to standard portfolio management, Hyperion offers a performance-based fee option for qualified clients who meet specific wealth or investment thresholds, combining a management fee with a share of capital appreciation. Hyperion also acts as a sub-adviser, providing portfolio management outsourcing to other unaffiliated advisory firms.