Hemispheres Investment Management

Overview

Hemispheres Investment Management is a small, fee-based advisory firm focused on discretionary portfolio management for individuals and families, including small business owners. The firm charges clients based on a percentage of assets under management and centers its investment approach on publicly traded equities, using exchange-traded instruments as the backbone of client portfolios. Hemispheres does not position itself as an ESG-driven manager and does not act as a capital allocator running proprietary alternative funds; instead, it relies on third-party managers where it uses alternatives. Portfolios are managed with an emphasis on liquid, exchange-listed securities, complemented by traditional fixed-income instruments and mutual funds where appropriate. The firm’s structure and client profile suggest a pragmatic, core-satellite model: broad ETF or equity core exposures for efficiency and tax management, with selective allocations to income-producing corporate debt or third-party strategies for return smoothing and diversification.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices