Andrew Hill Investment Advisors, Inc.
Andrew Hill Investment Advisors, Inc. is a registered investment adviser founded in 2009 in Naples, Florida. Organized as a corporation under Florida law, the firm is led by President and Co-Founder Andrew Hill and Managing Director and Co-Founder Jennifer Figurelli, who are also the principal owners. The firm employs 4 professionals and delivers asset management, financial planning, and general pension consulting services, primarily serving individuals (including high-net-worth individuals), pension plans, charitable organizations, insurance companies, and businesses.
Investment Strategy
Andrew Hill Investment Advisors, Inc. offers personalized investment advisory services tailored to each client's needs, focusing on asset management, financial planning, and pension consulting. Their approach includes detailed analysis of clients' financial situations, risk profiles, and goals to construct suitable investment portfolios. The firm employs a diversified investment strategy, monitoring portfolio holdings and making adjustments as necessary to align with evolving client objectives. Investment selections span equities, ETFs, mutual funds, and fixed income, with an emphasis on risk management and long-term capital appreciation.
Top Holdings
Equity Positions (45)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GLD | SPDR GOLD TR | 9.33% | $12.0M | 33,732 | $296.23 | $355.47 | +$2.1M |
J JPM | JPMORGAN CHASE & CO. | 4.99% | $6.4M | 20,347 | $179.90 | $315.43 | +$399.5K |
N NVDA | NVIDIA CORPORATION | 4.84% | $6.2M | 33,332 | $140.25 | $186.58 | +$1.3M |
G GOOGL | ALPHABET INC | 4.67% | $6.0M | 24,698 | $243.10 | $243.10 | +$6.0M |
G GRMN | GARMIN LTD | 4.56% | $5.9M | 23,787 | $150.88 | $246.22 | +$967.1K |