Hunter Associates is a thought leader in the investment advisory market, bringing a unique perspective and broad solutions to individual and family wealth management. Building on investment and wealth management strategies developed by David Hunter, the firm continues to apply a collaborative approach to advisory services, helping clients plan and achieve financial security through a consistent, sound investment approach. Our goal is to address the specific needs of each individual client and design solutions that grow, preserve and distribute wealth over a lifetime.
Our Clients
Our clients are primarily individuals and families who represent a broad spectrum of financial profiles, from those of modest means to the very wealthy. With all of our clients, however, our goal remains the same: develop investment strategies that help them meet their financial goals, no matter how cautious or aggressive their investment approach. We are interested in developing long-lasting relationships and are very proud of our long-term track record of client satisfaction.
Our Philosophy
Our philosophy is to focus on one client or family at a time and develop an intimate understanding of their unique circumstances in order to contribute to their financial welfare. We regard our clients as partners in our efforts to build their financial security; collaboration is key to the formulation of sound investment policies. We have gradually built the firm on a collaborative approach to individual account management. We believe this unique approach combines the best elements of both brokerage and advisory firms, allowing us to define, implement and achieve the ultimate investment objectives of each of our clients.
Our Mission Statement
Our primary goal is to help our clients define and achieve their financial objectives. To do this, we establish an investment plan, adopt an investment policy, including an appropriate asset allocation, and select suitable securities to reach these objectives. Our further goal is to provide our associates with growth opportunities, a rewarding experience and a pleasant environment. Our success, both financial and otherwise, will be a by-product of achieving these goals.
Contact Us
Phone: 1.800.354.3105
E-mail:
