Financial Insights
We share these perspectives to help clients better understand the forces shaping the global financial landscape and how they relate to their long-term financial objectives.
FAQ
Why did you choose to create your own independent firm?
Hillguard Wealth Management was born from a shared vision and years of collaboration. After working together at global financial institutions, we saw an opportunity to serve clients differently—to build something truly boutique and personal. We wanted the freedom to offer the best solutions for international families without the constraints of traditional firms.
Our independent structure empowers us to provide transparent, multi-disciplined advice on an open-architecture platform. This freedom allows us to prioritize your goals, craft personalized strategies, and navigate the complexities of global wealth with integrity and trust. By establishing Hillguard, we’ve created a firm where deep relationships and enduring partnerships are at the heart of everything we do.
How do I get started and will I have access to my accounts online?
We appreciate your decision to partner with Hillguard Wealth Management. We’ve made the account setup and transfer process seamless and will guide you every step of the way to ensure a smooth transition.
Once your accounts are set up, you will have 24/7 access to your portfolio through our secure online portal. This can be accessed via our website: hillguardwealth.com. Our platform offers a clear, user-friendly interface to help you monitor your investments and stay connected to your financial goals anytime, anywhere.
What distinguishes Hillguard Wealth Management’s approach?
As an independent wealth management firm with international experience, we provide a comprehensive approach to managing wealth. Our team draws on backgrounds in global banking and investments to offer integrated solutions across investments, banking, credit, business planning, and family office services. Many clients appreciate having a single team helping coordinate their financial picture rather than working with multiple institutions.
How do you work with international clients?
We understand that international families and business owners often manage wealth across multiple jurisdictions. Our team has worked extensively in international markets and cross-border planning. We offer solutions designed for international clients, including investment management, multi-currency considerations, banking coordination, and consolidated reporting. Our team communicates in both English and Spanish, allowing us to serve clients throughout the Americas.
Could you describe your investment process?
Our investment process combines quantitative analysis with market insights to construct portfolios that aim to align with each client’s objectives. We focus on direct investments while considering costs and risk management strategies. The process typically includes analysis of tax considerations, liquidity preferences, and time horizons. We provide regular portfolio reviews and market updates to help keep clients informed of their progress toward their goals.
What resources and capabilities does Hillguard have access to through Sanctuary Wealth?
Through our partnership with Sanctuary Wealth, we combine the personalized service of a boutique firm with access to sophisticated investment and planning capabilities. Sanctuary’s platform provides us with comprehensive technology, research resources, and a broad range of investment solutions. This relationship allows us to focus on serving our clients while leveraging institutional-grade operational infrastructure.
How does your independence benefit clients?
As an independent firm, we have the flexibility to select solutions based on what we believe best serves our clients’ needs. Our partnership with Sanctuary Wealth provides us with access to multiple custodians and an open architecture platform. This structure allows us to operate objectively when evaluating investment options and service providers, while maintaining direct control over how we serve our clients.