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HGMR Investment Management
HGMR Market Commentary, June 30, 2010
HGMR Investment Management stays connected to our clients. Click this link for a sample of the type of communication we provide to our client families each quarter.
Since inception, HGMR Investment Management portfolios have outperformed the relative indices while incurring less risk. Click the here to see our results on the Large Cap andSmall Cap portfolios.
Guiding Principles
Each client’s well-being is our number one priority.
Trust and integrity are irreplaceable.
Patience and a long-term perspective are critical to meeting goals.
We have a passion for helping others.
We give back to the community.
Education is a lifetime pursuit.
Who We Are
HGMR Investment Management is a third generation investment management and advisory practice located on the isthmus of Madison, Wisconsin. With a legacy dating back to 1945, we have built our practice by delivering sound, prudent advice and exemplary client service. We are a part of Robert W. Baird & Co., an employee-owned international wealth management, capital markets, private equity and asset management firm headquartered in Milwaukee, Wisconsin.
What We Do
We provide investment management and advisory services for families of significant wealth, corporations and non-profit organizations throughout the United States and abroad. Our objective is to design and deliver strategies that empower our clients with financial freedom and peace of mind.
Advisory Services
Clients often come to us after a “life event” such as the sale of a business, retirement, or inheritance. We listen carefully to thoroughly understand each client’s values, lifestyle, and goals. We are then able to assist in the careful development of a customized plan to help our clients enjoy the next phase of their lives.
Investment Management
We provide discretionary investment management of client assets. We believe having direct access to our portfolio managers is an advantage that strengthens our relationship and our ability to help clients reach their objectives. Through our group’s independent research and disciplined investment process, we structure client portfolios to meet long-term goals and reduce risks.
Who Our Clients Are
Our clients come from all walks of life. They seek financial guidance and embrace delegating the management responsibility of their investments to a trusted professional. Our clients typically focus on four clearly-defined objectives:
Safeguarding and prudently growing investment assets
Funding anticipated liquidity needs
Exploring and supporting philanthropic interests
Transferring wealth in a tax-advantageous manner
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We are licensed to offer securities in the following states:
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Shannon Davidson
AZ, CA, CO, DC, FL, GA, IA, IL, IN, KS, KY, MA, ME, MI, MN, MO, MT, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TX, VA, WA, WI, WY.
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Frank Gambino
AZ, CA, CO, FL, GA, IA, IL, IN, KY, MA, ME, MN, MO, MT, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TX, VA, WA, WI, WY.
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David Hackworthy
AZ, CA, CO, FL, GA, IA, IL, IN, KY, MA, ME, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TX, VA, WA, WI, WY.
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Joel McNeil
AZ, CA, CO, FL, GA, IA, IL, IN, KY, MA, ME, MN, MO, MT, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TX, VA, WA, WI, WY.
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Victor Rodriguez
AK, AZ, CA, FL, IA, IL, IN, KY, MN, MT, NJ, NM, NY, OR, TX, VA, WA, WI, WY.
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