HILLSON CONSULTING
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ABOUT US

Hillson Consulting is a boutique investment consultancy founded by financial services entrepreneur Richard Hillson. We seek to help facilitate access to alternative investments for investors and advisors through partnerships and education. 

We believe that alternative investments are misunderstood; underrepresented; and need to form a part of every portfolio. The first step in solving this industry issue is through education and support.

WHAT ARE ALTERNATIVE INVESTMENTS?

Alternative investments are anything other than stocks, bonds, or cash. They can include real estate, hedge funds, infrastructure, commodities, private equity/venture capital, and even art and antiques. This broad terminology can be problematic because it creates misconceptions surrounding alternative investments, including the belief that alts are only high octane investments, when they can actually be conservative as well.  
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WHY ALTERNATIVE INVESTMENTS?

Sophisticated clients demand access to alternative investments. This provides a competitive advantage in the marketplace for advisors. Alts can also combat the fee compression "race to the bottom"; are less correlated to equity markets; and are often backed by real assets.

OUR CE ACCREDITATIONS

We are approved to provide professional continuing education for the following accreditations:
  • National Association of State Boards of Accountancy (CPA)
  • Certified Financial Planner Board of Standards (CFP)
  • Investments and Wealth Institute (CIMA, CPWA, CIMC, RMA)
  • New Jersey Real Estate Commission
We believe that alternative investments are misunderstood, under-represented, and need to form a part of every portfolio.
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TESTIMONIALS

"We wanted to thank you for helping us establish investment in alternative investments for our clients. You are the go-to resource for our insight into the alternative investment asset class. Our clients have enjoyed having access to income and investments that are not affected by the stock market swings."

- KRIS HOLM, Holm & Cawley Financial Group 

“Alternative investments are a very complex and diverse asset class to navigate. As a fiduciary, it is imperative that any investment we bring to a client is not only suitable, but thoroughly vetted and researched. I have worked with Richard for a number of years and he is a trusted resource for all things related to alternatives."

- TRACEY MILLER, Miller Private Wealth

Richard Hillson, Founder
​[email protected]
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  • Home
  • Our Mission
  • About
  • For Advisors
  • For Sponsors
  • Marketing Design Services
  • Articles
  • Videos
  • Contact