Understanding You

Coordinated Action

Financial strategies are coordinated along two fronts.  First, with a solid understanding of your goals and personality, we develop portfolios specifically designed to address your short, intermediate, and long-term objectives.  Second, utilizing BofA Global Research, we make intelligent and informed portfolio adjustments in accordance with the dynamic nature of today’s marketplace.  Our open-architecture investment platform means that we can access virtually every asset class, and by coordinating your financial strategy with the dynamic nature of both your life and the marketplace, we work to deliver efficiency and satisfaction. 

*Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is equity research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.
 

Intentional Service

Service is the cornerstone of our practice, and HGRF clients know they come first.  We provide clear, consistent communication aimed at keeping you informed and feeling connected at all times.  Planning and goal-setting meetings, progress report meetings, market-updates, and a number of web and app-based interactions are just some of the ways we stay connected. 

When not in meetings, HGRF partners answer our phones, and when we cannot, we return calls promptly.  Unless, of course, Mary, Angela, or Dee – one of our administrative team members – don’t handle your needs first.  To our great satisfaction, clients often come to view Mary, Angela, and Dee as the heart of our practice.

Going beyond the basics, we interact with clients daily on a wide range of matters specifically related to the logistics of managing wealth.  With access to the combined resources of Merrill Lynch Wealth Management, banking convenience of Bank of America, and Bank of America Private Bank, The HGRF Group serves the needs of families across all aspects of their financial affairs, doing so with competence and gratitude.