Services
We manage portfolios on a fully discretionary basis. We chose to structure Hepworth Equity Partners where each account is managed separately according to the risk tolerances of the client. Keeping assets separate, rather than commingled like a typical hedge fund, offers several significant advantages:
Customization
We work closely to understand on an ongoing basis the needs of every client. As issues arise we are able to make adjustments individually.
Risk Management
No two investors are alike. We manage the assets of families and institutions from the most risk averse to aggressive. Our proprietary investment discipline is both flexible and scalable. Our technology enables us to provide investment management services to a growing number of clients without sacrificing personal service.
Taxation
Significant tax advantages are possible by managing individual accounts separately. We seek to optimize returns regardless of the state in which our domestic clients, or the country our foreign clients reside.
