Hampel Investment Advisors

Overview

Hampel Investment Advisors is an independent registered investment adviser that manages portfolios for high-net-worth individuals, families and a small slate of institutional or business clients. The firm runs a fee-based model charging a percentage of assets under management and focuses its portfolio work on discretionary advice and implementation—financial planning paired with active portfolio management for individuals and small businesses. Investment preferences tilt toward public equities: exchange-traded stocks and ETFs make up the single largest allocation on the books. The firm also uses third‑party alternative managers to broaden client exposure — primarily private equity, hedge funds and real estate strategies — and supplements core equity exposure with mutual funds and annuities where suitable. Hampel Investment Advisors does not present itself as an ESG‑focused manager and operates primarily from a single state/office base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices