R. HILLES GRAHAM

Overview

R. Hilles Graham operates as a sole proprietorship focused on portfolio management for individuals and small businesses. The firm’s clientele is concentrated — individual and family investors — and the advisory mandate emphasizes income and capital preservation rather than growth-oriented, high-turnover strategies. Fee arrangements combine a percentage of assets under management with fixed fees, and the practice can handle both discretionary mandates and consultative, non-discretionary relationships. Investment activity centers on a fixed-income orientation. The largest single allocation is to U.S. government securities, which form the backbone of the portfolio mix and drive the firm’s preference for lower-risk, income-generating holdings. The adviser is not identified as an active ESG investor and does not position itself as a multi-state or pension consultant adviser.

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Investments & Alternatives

Location & Offices