HMS FINANCIAL SERVICES, LLC

Overview

HMS Financial Services, LLC is a fee-based advisory firm that manages primarily discretionary portfolios for individuals, families and small institutions. The firm’s advisory services center on portfolio management for individuals and small businesses, with an additional offering of pension consulting. Fee income is charged as a percentage of assets under management, and the firm reports that it does not position itself as an active ESG investor. Investment activity is weighted toward pooled public products: public funds and mutual funds represent the single largest asset class in its managed assets. Alongside mutual funds, HMS Financial Services uses third‑party managers to access alternative exposures — notably real estate, commodities and oil & gas — to complement public-market allocations. Nearly all client relationships are handled on a discretionary basis, which supports ongoing portfolio discipline and tactical adjustments by the firm’s investment team.

Assets & Accounts

Investments & Alternatives

Location & Offices