H I Management Services Inc.

Overview

H I Management Services Inc. is a small, fee-based advisory firm focused on discretionary portfolio management for individuals and small businesses. The firm favors equity-oriented allocations, with a clear preference for exchange-traded equities as the primary implementation vehicle. Portfolios appear constructed around liquid, publicly traded instruments and mutual funds, supplemented by selective allocations to real estate as an alternative sleeve. Investment activity emphasizes straightforward equity exposure rather than complex, multi-manager structures, and the adviser charges a percentage of assets under management. Client relationships are managed on a discretionary basis, which suggests the firm takes day-to-day trading and rebalancing responsibility. The client base is individual and family-oriented, with modest account sizes that point to a focus on retail households and small-business owners rather than institutional mandates. The firm does not position itself as an ESG-focused manager and operates without a multi-state advisory registration footprint.

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Public Holdings

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Location & Offices