Mountain Hill Investment Partners was founded in 2006 by Andrew J. Kaiser an accomplished Wall Street Executive with 35 years of experience in managing assets and advising high net worth families, charitable organizations, corporations, family offices, and hedge funds. Our focus is on providing unbiased investment advice and money management services in an environment free from the restraints and conflicts of a large Investment bank or brokerage firm. We provide visibility into our asset management process and offer compelling solutions to sophisticated Investors globally. Established in Middletown NJ, our office is a refreshing change from the fast pace of New York City; though close enough for us to foster our long term Wall Street relationships. Our business model is an attractive alternative for potential clients searching for the individual attention needed to navigate global markets.
The Grand Teton Mountains
Individual Wealth Management Services
We manage investment portfolios for individuals, families, charitable organizations, corporations, and pension plans. Our investment process is based on unbiased fundamental research and includes exposure commensurate with a client’s risk profile and liquidity needs. We work with clients on a fee-only basis.
Corporate 401k Advisory Services
Businesses engage us to advise them on new and existing 401k plans, manage plan service providers, select plan investment options, and educate employees on the benefits of investing in an appropriate allocation for their own retirement planning. This is typically referred to as an ERISA 3(21) co-fiduciary relationship. We work closely with management through quarterly pension plan meetings to evaluate all aspects of the plan including investment performance and pricing, plan sponsor services, employee allocations, and participation rates.
Advice and Portfolio Solutions
Our firm’s extensive experience, knowledge and exposure to family owned business’ provides us a front row seat to many of the issues that you may face running a small business. Clients seek us for advice on corporate cash management, charitable giving, college planning and succession issues.
