About Individual Investors
Since our founding in 1948, Hefren-Tillotson has been driven by the belief that no two financial plans are alike. No two futures are the same.
When you choose Hefren-Tillotson as your wealth management advisor, you’ll discover just how well we understand the personal value of your investments and your vision for a truly rewarding life. And we’ll set you on the path that’s right for you.
So what can you expect when you work with us?
Initial and Ongoing Advice on investment assets, which typically account for a significant portion of your net worth and are a key source of retirement income.
Comprehensive Financial Planning through Hefren-Tillotson’s MASTERPLAN approach, which provides a multi-faceted investment management program in harmony with your financial goals.
Consistent Communication on market trends, your portfolio and personal financial planning strategies. You’ll stay up to date with regular meetings with your financial advisor, ongoing market reports, performance reporting, e-mail, and conference calls.