Ives Hill Wealth Management

Overview

Ives Hill Wealth Management is an independent, individual-owned registered investment adviser focused on portfolio management for individuals and small businesses. The firm is SEC-registered (registered in 2026) and bills clients primarily as a percentage of assets under management, with hourly charges available for certain engagements. Its client base is individual and family investors rather than institutional pension plans, and the firm does not position itself as a capital allocator. Advisory activity centers on managed portfolios rather than operating a separate fund platform or acting as a multi-state pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives