Hivest Financial LLC

Overview

Hivest Financial LLC is an independent registered investment adviser focused on serving individual, family and small institutional clients through fee-based planning and discretionary portfolio management. The firm acts as a capital allocator and uses both in-house portfolio construction and third‑party manager selection to build client exposures. Core positioning favors pooled public funds as the primary building blocks for client portfolios, supplemented by separate account management and selectively allocated alternative investments for clients with the appropriate risk profile and liquidity tolerance. Hivest Financial LLC provides financial planning and ongoing portfolio management for individuals and small businesses, and it also performs selection-of-other-advisers work when clients need access to specialist managers. Compensation includes AUM-based fees as well as hourly charges and other arrangements, reflecting a mix of ongoing advisory relationships and project-based engagements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices