Hunter Michael Investment Advisors, Inc. (HMIA) provides Investment Management and Pension Consulting Services. Our Clients are retirement plan Trustees, Business Owners, Corporate Executives, and Professionals. HMIA provides consulting services that assist Clients in the design and operation of their retirement plan.
We understand the legal, regulatory, and operational environment. We assist Clients in the evaluation and selection of service providers - directed trustee, custodian, actuaries, record-keepers, and investment options for use in 401(k) Plans. We provide information and educational assistance for plan participants to help them understand their 401(k) plan - the benefit structure, tax advantages, and how to invest their 401(k) assets.
We understand the legal, regulatory, and operational environment. We assist Clients in the evaluation and selection of service providers - directed trustee, custodian, actuaries, record-keepers, and investment options for use in 401(k) Plans. We provide information and educational assistance for plan participants to help them understand their 401(k) plan - the benefit structure, tax advantages, and how to invest their 401(k) assets.
Services
The allocation to the "core" portfolio is uniquely determined for each client based on the outcomes of the Investment Planning Process. We believe that a "core" portfolio of high quality, large U.S. Companies that exhibit sustainable earnings and revenue growth, that are available for purchase at a reasonable price, will provide superior long term total returns.
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