HT Partners LLC
HT Partners LLC is a Connecticut-based investment adviser and wealth management firm headquartered in Centerbrook, CT. Founded to serve high-net-worth individuals and families, the firm provides personal, value-driven financial planning and multi-generational wealth management, with a focus on customized solutions that address the unique needs of affluent clients. HT Partners offers financial planning, portfolio management for both individual and institutional accounts, and automated model portfolios. The employee count is fewer than 25.
Investment Strategy
HT Partners employs a disciplined, structured investment approach focused on diversified portfolio construction, primarily utilizing Exchange Traded Funds (ETFs) from various fund families. The firm provides both automated model portfolios and tailored advisory services based on each client’s risk profile and financial goals. Their investment process prioritizes risk assessment, multi-generational planning, and ongoing review, working closely with partners like Charles Schwab for account custodianship. The strategy emphasizes long-term wealth preservation, capital appreciation, and fee transparency.
Top Holdings
Equity Positions (51)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHB | SCHWAB STRATEGIC TR | 47.85% | $156.5M | 6,088,359 | $9.42 | $25.71 | +$12.4M |
E EFA | ISHARES TR | 13.01% | $42.5M | 455,707 | $53.96 | $93.37 | -$1.4M |
V VTI | VANGUARD INDEX FDS | 7.15% | $23.4M | 71,232 | $226.10 | $328.17 | +$2.0M |
V VEA | VANGUARD TAX-MANAGED FDS | 5.60% | $18.3M | 305,785 | $47.34 | $59.92 | +$1.3M |
E EEM | ISHARES TR | 3.76% | $12.3M | 230,337 | $35.37 | $53.40 | +$4.9K |