HAMMOND ASSET MANAGEMENT LLC

Overview

Hammond Asset Management LLC is a small, independent registered investment adviser that serves individual and family clients. The firm combines financial planning, discretionary portfolio management for individuals and small businesses, and the selection of outside advisers. It also operates as an insurance broker, which the firm integrates into client plans and risk-management solutions. Fee arrangements include a percentage-of-assets model alongside hourly charges for planning or consulting work. The adviser is not positioned as an ESG specialist and does not indicate multi-state adviser status. Investment activity is concentrated on managed portfolios using publicly traded pooled vehicles and separately managed account (SMA) structures. The combination of discretionary management and the ability to select other advisers points to a hybrid approach: core allocations implemented through mutual funds and SMA sleeves, supplemented by outside sub-advisors or model providers when specific expertise is needed.

Assets & Accounts

Investments & Alternatives

Location & Offices