The marketplace is dynamic with the number of asset classes, styles, and managers constantly changing which makes the investment evaluation process more complex. Larger and more sophisticated endowments, foundations, and family offices typically have their own internal investment department led by a Chief Investment Officer that assists in the development and ongoing maintenance of their investment program
Various studies produced by the National Association of College and University Business Officers show that larger entities typically experience better long-term performance relative to smaller entities. By having an independent and objective CIO, these investors put a skilled intermediary between themselves and investment options thereby avoiding the performance results typically associated with irrational and uninformed decision-making.
Our model is not transaction based and we utilize an open architecture platform that avoids conflicts of interest commonly found at firms that incentivize advisors to use proprietary products. We offer centralized thinking with customized delivery. Developed by portfolio construction experts and manager research, HIC’s best ideas and high conviction themes are directed to every client but customized to fit their particular circumstances and objectives. By following a sound decision-making framework, our clients avoid the common pitfalls associated with the traditional retail-oriented brokerage model where decisions historically have been made by individual brokers based on emotion or general rules of thumb rather than empirical data and fundamentals.