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Our Investment Philosophy

Strategies that seek preservation and growth


At Hillis Financial Services our goal is to provide the best return possible to meet your objectives with the least amount of risk. We focus on balancing the objectives of preservation and growth by managing your risk vs. reward tradeoff with predictable, sustainable portfolio strategies.

We provide investors the opportunity to grow their wealth and protect their principal by creating diversified client portfolios utilizing hedging strategies and adhering to a strict sell discipline. We constantly review markets, investment options and client portfolios.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not ensure against market risk. No strategy assures success or protects against loss.

Importance of proactive portfolio management


In today's ever changing financial landscape, changes take place at an accelerated rate. The marketplace has become more volatile due to the overwhelming number of traders and algorithmic computer programs that trade in seconds instead of minutes, causing significant volatility in the traditional buy and hold strategy. That is why we continually monitor the markets and consider how changing conditions might impact your portfolio.

Through our proactive approach to client portfolio management and analysis, we can help take the emotion out of investing, helping you to make clear, confident decisions that support your long-term goals.