GREAT HILL ADVISORY

Overview

Great Hill Advisory is an independent registered investment adviser that runs a concentrated, equity-first model for individuals, families and select institutional clients. The firm operates as a capital allocator, blending discretionary portfolio management with selection of third-party managers and periodic fixed-fee planning engagements. Its advisory services cover financial planning, portfolio management for individuals and small businesses, the selection of outside advisers, and client education through seminars and workshops. Great Hill Advisory does not position itself as an ESG-focused manager. Investment activity centers on exchange-traded equities as the primary exposure, with discretionary mandates that give portfolio managers latitude to implement equity-centric strategies across separately managed accounts and pooled vehicles. The firm’s business background includes accounting services, which informs its approach to tax-aware implementation and reporting for taxable clients. Since registering with the SEC in 2021, the firm has emphasized direct market exposure via ETFs and individual equities while using external managers where specialist, often alternative, exposure is needed.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices