SOURCE: Halbert Hargrove

FiComm Partners

August 06, 2014 09:00 ET

Halbert Hargrove Achieves Record Growth and Receives Recognition From Top Financial and Trade Press

LONG BEACH, CA--(Marketwired - August 06, 2014) -

  • Halbert Hargrove achieves 81% asset management growth over 12 months, since July 2013, increasing their assets under management from $2.24B to $4.08B.
  • Named to CNBC's Top Fee Only Wealth Managers, Financial Times' 300 Top Registered Investment Advisers, Forbes' Top 50 Wealth Managers, Financial Planning's Top 50 Fastest Growing RIA Firms and 100 Top Fee-Only RIA Firms, Investment News' Fastest Growing Fee Only Advisers, and Los Angeles Business Journal's Top Money Management Firms.
  • Halbert Hargrove attributes this rapid growth to its commitment to satisfying the needs of today's most demanding investors. 

Halbert Hargrove, a Long Beach, CA, based fiduciary investment management and wealth advisory firm, today announced record asset under management growth. Since July 2013, the Firm's assets under management have grown 81%, increasing from $2.24B to $4.08B. CNBC, Financial Times, Forbes, Financial Planning, Investment News, and the Los Angeles Business Journal, have taken note of Halbert Hargrove's rapid growth and have included the Firm in their 2014 rankings.

"This is the most aggressive growth period that Halbert Hargrove has experienced in its 81-year history," said Russ Hill, Chairman and CEO of Halbert Hargrove. "We are thrilled to announce this record growth as we believe it validates our wealth advisory approach. Over the past few years, we have heightened our focus on remaining relevant in the marketplaces of today and tomorrow; we have developed deeper research management capabilities and have refined our level of service to an institutional quality in order to meet the needs of today's most demanding investor." 

Since its founding in 1933, Halbert Hargrove has maintained its independence and, with this record growth, the Firm continues to lay the groundwork that will carry its independent legacy into the next 81 years. The Firm's recent and rapid growth has garnered the attention of top financial, trade, and regional press. Halbert Hargrove has recently been named to CNBC's Top Fee Only Wealth Managers, Financial Times' 300 Top Registered Investment Advisers, Forbes' Top 50 Wealth Managers, Financial Planning's Top 50 Fastest Growing RIA Firms and 100 Top Fee-Only RIA Firms, Investment News' Fastest Growing Fee Only Advisers, and Los Angeles Business Journal's Top Money Management Firms.

Halbert Hargrove views these recognitions are a testament to its dedication to providing objective institutional advice to individuals, families, charitable organizations, and trusts. Halbert Hargrove prides itself in its ability to bring this institutional level of service to its clients and has invested in adviser training, strategic active-management investment hires, and institutional affiliations, to continue and to enhance their service offering.

John C. Abusaid, President and COO of Halbert Hargrove, adds, "Today's individual investor is empowered by a wealth of investing resources online and in financial publications. At Halbert Hargrove, it is our focus to provide our empowered clients with the same level of expertise that a top institution receives along with the personalized, high touch service they deserve. We believe this record growth validates our hard work and inspires us to continue our long standing tradition of independent and objective wealth management."

About Halbert Hargrove

Halbert Hargrove Global Advisors, LLC, is a fiduciary investment management and wealth advisory firm that provides investment management, wealth advisory, financial planning, and consulting services, to individuals, families, charitable organizations, and trusts. Founded in 1933, Halbert Hargrove is headquartered in Long Beach, CA, and has $4.08B assets under management. For more information on Halbert Hargrove, including important disclosures relating to the 2014 rankings, please visit www.halberthargrove.com.

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