Hillview’s investment philosophy represents the “Triumph of Common Sense” in a crowded and challenging investment environment, where we consistently pursue what is in the best interests of our clients. The firm combines the research and analytical strengths of a high quality institution with the high-touch services of a multi-family office.
We work within a disciplined process to conceive, create and manage customized wealth management solutions that endeavor to protect our clients’ assets and grow their wealth in everchanging markets. We seek investment opportunities outside of consensus, are not afraid to move ahead of the crowd and will allocate capital in a manner that we believe best exploits these opportunities while managing our requirements for transparency and liquidity.
Our extensive knowledge and experience has enabled us to consistently identify opportunities with prospects for superior returns, with limited and quantifiable risk to capital. In many cases, these opportunities were not obvious or popular at the time, but our in-depth research and courage of our convictions led us to recommend investments that served our clients well.
Hillview’s client-centric approach – what we believe to be the only way a client can be best served – contrasts greatly with the conventional product-centric management model that exists at other wealth management firms. We believe that only by creating an environment where experience and knowledge are leveraged without artificial constraints, and are appropriately supported by dedicated resources, can we achieve superior results for our clients.