Professional Wealth Management

Discover Our Investment Philosophy


Our investment philosophy is simple. It is to preserve, protect and build wealth.

At H & L Capital we are dedicated to helping our clients achieve long-term financial success. Since 1992 we have grown our team within a culture based on integrity, excellence and professionalism. We remain committed to hiring and retaining the best people in our industry.

Our aim is to provide the best possible return, consistent with a client’s tolerance for risk. While we are fundamentally value investors, we utilize a wide variety of styles and strategies to add impact to our clients’ portfolios.

While we believe that there is no such thing as a typical client, there are typical strategic objectives that our clients expect us to meet. Those strategic objectives are:

  1. To achieve the highest return while staying within a carefully defined and mutually agreed level of risk tolerance.
  2. To adopt the lowest risk strategy consistent with meeting specifically determined long-term financial needs.

We believe in nurturing partnerships with our clients and developing a complete understanding of their goals.

Using this approach we then provide customized investment solutions tailored to their personal situation.

Regular communication and ongoing expert advice ensure our clients receive the superior level of service they deserve.