HFG ADVISORS, INC.

Overview

HFG Advisors, Inc. is an independent registered investment adviser that serves individual and family clients with a mix of financial planning and portfolio management services. The firm runs discretionary portfolio management for most of its clients and supplements that with fixed-fee and hourly advisory work where appropriate. Its business activities include financial planning, portfolio management for individuals and small businesses, institutional portfolio management, pension consulting and client education through seminars and workshops. Investment implementation favors pooled public vehicles — public funds and mutual funds are the dominant vehicle on client portfolios — while the firm also allocates to a set of alternative strategies to broaden return drivers and reduce correlation to traditional equities and bonds. HFG Advisors is not positioned as an active ESG investor in its disclosures. Custody and trade execution appear centralized through a major custodian platform, which supports the firm’s model of blending mutual funds, ETFs and third-party alternative fund managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices