[Narrator] There's a reason why financial advisors, high net worth individuals and institutional investors
trust Hilton Capital Management with more than $2 billion in assets under management—our people. Welcome to Hilton Capital.
Proven strategies, trusted managers.
[Craig] So the founding of Hilton Capital really started with Bill Garvey and the Tactical Income Strategy, which is our flagship strategy.
[Alex] What Bill had tried to do is—in the outset and the creation of Hilton Capital—he tried to solve for a better outcome for the clients. That was really his intent.
And so the entire firm is built around trying to help clients and offer them a solution for their investment portfolios that helps them meet their needs.
[Michael] So discipline is certainly something that we all look to, right? I mean Bill's strategy from the very beginning has been,
'Can we give some enhanced yield, or income, or growth to some of the assets'—above and beyond the benchmark that he had worked on forever.
[Thomas] It's a focus on excellence and a focus on really valuing the client assets.
[William] It's not as much as what you own, it's how do you, on a risk-adjusted basis, protect the investments that you have
and stay away from the things that really aren't going to give you some opportunity to make money, or,
to preserve your money in what may be a downturn because of various scenarios that you have no control over.
[Craig] We spend a lot of time with our advisor customers, with our institutional customers and even with their end customer
to get them comfortable with who Hilton is, and why we're a good choice for them.
[Timothy] I think the main focus within this firm is on the customers themselves and customer service,
and I think that's what we strive to do each and every day, and I think that is one distinguishing factor that whether it's performance,
whether it's marketing, whether it's distribution or whether it's operations or compliance, everything's geared towards the customer service side of the business.
[William] What sets us apart from our competitors is the transparency of the portfolio, but I think most importantly,
it's the ability for clients and advisors to have direct access to the portfolio managers and the people that are making those decisions.
[Craig] You I think what makes Hilton special is we align our investment strategy similar to how we like to have our money invested,
to how we invest our customer's money, so obviously all the principals and people here at Hilton Capital are invested in our strategy.
[Michael] We've had very stable and strong returns in our portfolios for years, but really first and foremost above everything else
is the people in the firm, the culture that they have created for themselves, with themselves, looking out for everybody else,
doing the right thing by the client, doing the right thing by the firm, and the person next to them is the thing that sets Hilton apart more than anything else.