Advisory Services

Chose from multiple custodians that offer access to Individual Stocks and Bonds, Commission-Free ETFs and Mutual Funds, CDs, Institutional Money Market Funds, Structured Notes and Options
Sub-Advisory Investment Committee that consists of experienced, designated team members - including CFAs
Portfolio Management support for advisor-driven client portfolios that includes assistance constructing models based on risk profiles, trade execution, and ongoing monitoring
Select from established “Rules-Based” investment strategies that utilize Fundamental, Quantitative and /or Tactical approaches to address ongoing market risk
Access to Third-party Professional Money Managers that have been put through an extensive due-diligence process by our investment committee
Compliant investment proposals and comparison illustrations that can assist the Representative in communicating client solutions to address stated risk and objectives

Brokerage Services

Direct Access to Multiple Mutual Fund families and Variable Annuity and Life Insurance Carriers
Education and Health Savings Solutions
Resources to help the Representatives adapt to regulatory changes
Ability to Manage all Client Assets, including Alternative Investments, on One custodial platform

D.H. Hill has over 25 years of experience in Alternative Investments
Access to a full spectrum of Alternative Investments:
- Non-Traded REITs and Preferred holdings
- Business Development Companies
- Private Equity and Oil & Gas
- Hedge Funds and Managed Futures
Ability to view Alternative Investment allocations within the context of a client’s overall portfolio, as well as across client accounts, and generate client reports including performance
Stay Informed with access to one of the industries leading Alternative Investment research tools that makes it easier for the Rep-Advisor to screen and filter, compare and evaluate, view research and fund-related reports, and access commentary from third-party due-diligence providers

Select from a number of variable annuity and life solutions available through our broker-dealer
Fee-based variable annuity and life solutions are available through our RIA
Access to multiple third-parties that provide fixed annuity and life products, disability and long-term care policies, term-life and Medigap
Established, vetted, relationships with some of the industries leading insurance marketing organizations committed to enhancing and supporting the Rep-Advisor marketing efforts
Up to a 100% payout on Rep-Advisor compensation from fixed annuity and life, disability, long-term care, term-life and Medigap

D.H. Hill understands what it means to advisors, and their clients, to offer a client-driven process that is focused on providing customizable, client-based solutions
We recognize that Financial Guidance is more than a one-time document, it is an ongoing discussion that takes times and advisors that provide this value-added service need a flexible compensation structure
Advisors have the ability to use tools and resources that they know and have used or select from third-party providers we have vetted
Take advantage of D.H. Hill’s case-design support team that has first-hand experience, and includes a team member that holds the highly-recognized CERTIFIED FINANCIAL PLANNER designation

Dedicated service model offering personalized, proactive support from an experienced team
Proven and Reliable operational support for all lines of Rep-Advisor business
Compliance that provides oversight and guidance in today’s regulatory environment
Processing of commission payments on a weekly basis
Facilitate a monthly and/or quarterly billing process for fee-based client accounts
Access to a premier portfolio accounting service provider that provides timely data for the Rep-Advisor to monitor their book of business
Client-facing portal that is branded with Rep-Advisor logo, headshot, contact information and reports that assist the Rep-Advisor in managing and monitoring client investment allocations, cost and performance