ABOUT US

Hillson Consulting is a boutique investment consultancy founded by financial services entrepreneur Richard Hillson. The
company seeks to help independent advisors improve their product offerings, predominantly through alternative investments,
to help generate optimal portfolio diversification while driving alpha.
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We empower you to differentiate from competitors through our three pillars approach: education, access, and bandwidth support.

INTRODUCTION VIDEO

OUTSOURCED ALPHA

"Alpha" (the Greek letter α) is a term used in investing to describe a strategy's ability to beat the market, or its "edge." Alpha is thus also often referred to as “excess return” or “abnormal rate of return,” which refers to the idea that markets are efficient, and so there is no way to systematically earn returns that exceed the broad market as a whole. 

We believe that Outsourced Alpha refers to any way you can gain an edge as an advisor, be that with market performance; competitive advantage with regard to product; or improved efficiency as a firm.

Outsourced refers to working with trusted partners, each experts in their field, with the goal of turbo-charging your business.

FOR ADVISORS

Part of a Community
Being an independent advisor can be a lonely life with none of the support, camaraderie, and idea sharing that happens in the larger firms. You are not alone! Hillson Consulting is your partner to help you navigate independence. Our network of advisors we work with are your allies.
Our Process:
Once you and your clients are comfortable with the alternatives investment space in general, we work with you to help navigate the crowded alts space.

Whether it's a simple real estate REIT (Real Estate Investment Trust) for advisors new to the space, or access to pre-IPO secondaries, we support you all the way.

FOR SPONSORS

We help product providers tap into the small and mid-sized RIA market which is often neglected but is a huge part of the market.
If an advisor group is not allocating to your product, it is likely one of three reasons:
  1. The advisor and their clients are not educated in and therefore not comfortable with alts in general
  2. the advisor is overwhelmed by options in the space
  3. the advisor has not allocated to alts given the strong equity market performance of recent years. We all know this is not a sustainable market​
How we can help:
  • ​Providing educational Continuing Education (CE) CFP approved alternative investment support to expand your outreach
  • Getting advisors and their clients comfortable with the alts space in general
  • Provide seminar, presentation, video interviews, and article support. Independent and educational opinions to provide valuable content for marketing
  • Utilizing our network of advisors who trust us and come to us for recommendations, education, and access
We believe that alternative investments are misunderstood and under-represented in portfolios.

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

CONNECT WITH US:

Richard Hillson, Founder
​richard@hillsonconsulting.com
Photo used under Creative Commons from wuestenigel