About our Investment Advisory Team
Unlike many financial planning firms, Hefren-Tillotson employs an in-house team of specialists who research, select and manage investments for clients.
Because we don’t follow market whims or leave investing to chance, our Investment Advisory Team provides research and advice for your personal advisor on investment opportunities and portfolio strategy. And because we’re objective and offer no proprietary products, the team continually seeks out investments best suited to changing market conditions and client needs.
They also directly assist our wealth management, institution, pension, foundation and endowment clients through discretionary portfolio management.