HYPHEN WEALTH MANAGEMENT

Overview

Hyphen Wealth Management is an independent registered investment adviser organized as an LLC that positions itself as a capital allocator for high-net-worth individuals, families and select institutional clients. The firm provides fee-based financial planning and portfolio management, and it offers selection-of-other-advisers services and pension consulting. Its fee model combines a percentage-of-assets approach with fixed fees. Investment activity centers on pooled public funds for core exposure while allocating meaningfully to third‑party alternative managers when appropriate. The firm is not an ESG-focused investor. It maintains industry relationships with a law firm and an insurance company to support estate, tax and risk-transfer needs, and it uses third‑party managers for specialist strategies rather than building all solutions in-house.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices