Our Approach
When David Hunter designed the firm in 1992, he recognized that some clients would prefer an investment advisory relationship with our firm, rather than the historic brokerage relationship—which is the building block of the investment industry. At Hunter Associates, we offer our clients the best of both the brokerage and the investment advisory worlds. We think differently and dynamically, developing strategies for success by helping you identify your goals and formulating ways to achieve them.
Our approach is founded on a philosophy to put the clients’ interests first at all times and build a relationship of loyalty, trust and confidence. We led the industry in the conversion to an advice-based delivery model for portfolio management. Today, this philosophy aligns with a heightened emphasis on a fiduciary standard of care and reduces the historic concerns that define the brokerage or transaction model.
At Hunter Associates, for an affordable and competitive investment advisory fee, each client receives considerable time and attention. Clients benefit from the collaborative efforts of multiple advisors, all with different perspectives and experience, and the most comprehensive level of service. With our customized investment approach, each portfolio we create is as unique as each client; we do not use standardized investment models.
Contact Us
Phone: 1.800.354.3105
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