Hinsdale Associates

Overview

Hinsdale Associates is an independent registered investment adviser that has been SEC-registered since 1983 and is owned by an individual. The firm serves both individual and family clients as well as institutional accounts, and it charges clients via a combination of percentage-of-AUM fees and fixed fees. In addition to investment advisory work, the firm operates as an insurance broker and offers financial planning, portfolio management for individuals and small businesses, and publishes periodicals or newsletters. The adviser is not positioned as a capital allocator or pension consultant, does not identify as an active ESG investor, and does not operate as a multi-state or newly formed adviser. Its business model blends advisory services with insurance distribution, which supports a product mix that includes both managed portfolios and insurance-based solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives