H R Financial Services, Inc.

Overview

H R Financial Services, Inc. is a small, independent registered investment adviser serving individual and family clients. The firm operates as an owner-led corporation and focuses on financial planning and discretionary portfolio management for individuals and small businesses. Its advisory approach favors equity exposure — particularly exchange-traded equities — and supplements core equity allocations with third-party alternative strategies when appropriate. Fee arrangements include a percentage of assets under management alongside hourly and fixed-fee engagements, allowing flexibility for planning-only or episodic advice. Investment decisions appear oriented toward liquid, listed securities for the bulk of client assets, with selective use of less liquid alternatives to add diversification and potential return enhancement. Client relationships are managed on a one-office platform and the firm custodies essentially all assets through a single major custodian.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices