HN Buss Investing

Overview

HN Buss Investing is a small, independent registered investment adviser that concentrates on direct portfolio management and financial planning for individuals and families, with some work for small businesses. The firm’s stated preference is equities, and its portfolio construction centers on exchange-traded securities, supplemented by mutual funds and select alternative allocations. Advisory services are delivered under a mix of asset-based fees and hourly charges, which reflects a hybrid model of ongoing portfolio oversight and project-based planning work. Investment activity is tilted toward liquid, public markets exposure. The adviser appears to build client portfolios around exchange-traded equities and ETFs as the core growth engine, while layering in third-party alternative managers—primarily hedge funds and real estate strategies—for diversification and return enhancement. All client assets reported are managed on a discretionary basis, indicating HN Buss Investing typically takes authority to implement and rebalance holdings without seeking client approval for each trade.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices