Hemispheres Investment Management
Values Based Wealth Management:
Partnering for Success
At Hemispheres Investment Management, we believe that successful wealth management is rooted in the understanding that every client is unique, and their financial journey should reflect that individuality. Our wealth management approach is collaborative, we work closely with you to develop a tailored wealth management strategy that not only preserves and grows your wealth, but also embodies your values and dreams.
What Is Wealth Management?
Wealth management is a holistic approach to managing your finances, encompassing investment management, strategic planning, and various advisory services such as financial analysis, estate and tax planning. At Hemispheres, we elevate wealth management by integrating our deep expertise in investment management with these various aspects of a thorough wealth management plan. Through Hemispheres’ network of experts in the field of financial advice, taxation and estate planning we can assist you develop a comprehensive wealth management plan that safeguards your wealth and maximizes opportunities across global markets.
What Sets Hemispheres Apart? The Hemispheres Advantage
Global Expertise: Our deep understanding of international and domestic markets, garnered by each of our principles over 35 years of capital market and investment management experience, allows us to identify opportunities and manage risks effectively.
Personalized Service: We manage each of our client portfolios separately. Each client account is tailored to meet your specific goals. Our undertanding and insights of global capital markets allows us to tailor recommendations to your specific needs and goals.
Benefit from ongoing support and guidance
We provide continuous support and guidance as your needs and circumstances evolve.
Open communication
We prioritize open and honest communication to ensure that we fully understand your needs and expectations.
The Hemispheres Advantage
Flexibility: We are adaptable to changes in your plans or circumstances, ensuring that your strategy remains aligned with your evolving needs.
Agility in a dynamic world: In a fast-paced and ever-changing business environment, agility is paramount. Hemispheres’ strategy is nimble, adapting to market shifts and evolving trends. We guide you in embracing change, turning uncertainties into opportunities, and staying ahead in an ever-changing landscape.
Continuous improvement: We are committed to ongoing learning and improvement to ensure that our strategies remain effective and relevant.
Data-Driven Ingenuity: A Competitive Edge
Informed decisions are the bedrock of successful strategies. Hemispheres employs data-driven insights to ensure your wealth management strategies are not only well-thought-out but also rooted in intelligence.
Predictive analytics
Our stratgeic development process leverages data analytics, market trends, and industry benchmarks to craft strategies that give you a competitive edge. Our forward-thinking strategies anticipate industry shifts and opportunities, ensuring that your financial needs are aligned with market environments and opportunities.
Asset Protection
We employ strategic diversification, risk management, and tax optimization techniques to ensure your wealth is protected and positioned for growth. By analyzing economic, geopolitical, industry and company specific data, we can identify favorable investment curcumstances and develop risk management strategies.
Personalized recommendations
Our qualitative and quantitative insights allow us to tailor our recommendations to your specific needs and goals.
Continuous optimization
We regularly monitor and analyze performance data to refine our strategies and ensure they remain effective.
FAQ'S
What is the difference between wealth management and investment management?
Wealth management is a broader term that encompasses investment management as well as other financial services, such as strategic planning, tax optimization, and estate planning.
How much wealth do I need to hire a wealth manager?
The amount varies depending on your individual circumstances. We work with clients of all wealth levels.
What is the role of values in wealth management?
Your values can help guide your financial decisions and ensure that your investments align with your beliefs and goals.
Need any Help?
Connect with Our Team for Assistance
Michael Hart, CFA
CEO and Director of International Research
Michael Hart has over 30 years of capital market experience. From 2007 to 2013, he worked as a Managing Director at Tradewinds Global Investors, where he was a global equity and emerging market equity portfolio manager and a global securities analyst. Prior to Tradewinds, Michael founded and operated Hemisphere Asset Management from 2000 to 2007; the Firm managed global equity, fixed income, and balanced accounts for individuals and institutions. From 1989 to 2000, he helped manage the investment portfolios of the Farmers Insurance Group of Companies as a Senior Portfolio Manager.
Rebecca Holden, CFA
Director of Domestic Research
Rebecca Holden has over 30 years of capital market experience. From 2003 to 2010, Rebecca was Portfolio Manager and Principal at Archer Capital Management in Los Angeles, California, managing domestic equity portfolios for individual clients. Prior to working at Archer, Rebecca was an equity analyst employed by Lehman Brothers in New York City following electric and gas utilities as well as energy companies. Before relocating to NYC, Rebecca was employed as an Intermediate Portfolio Manager for the Farmers Insurance Group of Companies as one of four corporate portfolio managers.
Rebecca was employed with prominent west coast financial institutions prior to employment on the Farmers accounts. Rebecca held positions as a credit analyst, banker structuring both private and publicly held bond issuances and later manager of one of the largest groups at the bank. In addition to the professional designations held, Rebecca has an MBA from Brigham Young University with a double emphasis in Quantitative Analysis and Finance (Investments).
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