Stephen F. Hill And Associates L.L.C.

Overview

Stephen F. Hill And Associates L.L.C. is an individual-owned, limited liability company operating as an independent registered investment adviser and insurance broker. The firm focuses on portfolio management for individuals and small businesses and charges fees as a percentage of assets under management. Its client base is comprised of individual and family clients rather than institutional or pension sponsors. The firm does not identify as an active ESG investor, is not positioned as a multi-state adviser or pension consultant, and is not a designated capital allocator. Its advisory activities are concentrated on retail-oriented portfolio management alongside insurance brokerage services.

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