HINSDALE ASSOCIATES

Overview

Hinsdale Associates is an independent registered investment adviser that has been offering advisory and insurance services since the early 1980s. The firm serves both individual and family clients as well as institutional relationships, providing tailored financial planning, portfolio management for individuals and small businesses, and periodic communications and publications for clients. As part of its service mix the firm acts as an insurance broker, which it integrates into client planning through annuity and insurance product placement. Investment activity centers on a core equity-and-income orientation. Exchange-traded equities represent the single largest execution channel, while the firm signals a preference for fixed-income holdings as a stabilizing sleeve in client portfolios. Hinsdale Associates manages client assets on a fee basis that combines a percentage of assets under management with the option for fixed fees for certain engagements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices