Hunter Micheal Investment Advs

Hunter-Michael Investment Advisors, Inc. (HMIA) is a leading provider of investment management and pension consulting services designed to empower clients to achieve their financial goals. We specialize in serving retirement plan Trustees, Business Owners, Corporate Executives, and Professionals. Our mission is to deliver personalized and effective solutions to complex financial challenges through a unique combination of expertise and technology.

Our Investment Approach

Our investment approach is tailored to each client's unique needs and goals. We utilize a robust Investment Planning Process to identify and quantify investment goals, risk tolerance, and liquidity needs. Based on this analysis, we design a customized portfolio that aligns with your specific requirements. Our approach combines:

• Core Portfolio: Composed of high-quality, large U.S. companies with sustainable earnings and revenue growth.
• Diversification: Includes international stocks, small and mid-cap stocks, and bonds for risk control and enhanced returns.
• Specialty Managers: We engage experienced managers for each asset class to maximize returns and mitigate risks.

Comprehensive Pension Consulting Services

Beyond investment management, HMIA offers comprehensive pension consulting services to plan sponsors. Our expertise includes:

• Evaluation and selection of service providers, including custodians, recordkeepers, actuaries, and investment options.
• Development and implementation of retirement plans tailored to your specific needs.
• Educational support for plan participants to understand their plans, contribution options, and investment strategies.

Dedicated to Client Success

HMIA treats every client as a partners. We prioritize clear communication, transparency, and responsiveness throughout the process. Our team of experienced professionals is committed to:

• Working in partnership with clients to understand their individual needs.
• Developing customized solutions that align with their financial goals.
• Providing regular updates and reports on portfolio performance and market trends.