Photo of Anthony Smith, CPA, Portfolio Manager at HFG Trust pointing at financial graph on TV monitor on wall.

Successful Investing

Applied to the Real World is the Foundation of our Philosophy.

HFG crafts customized investment portfolios underpinned by thoughtful diversification and risk mitigation in the pursuit of an exceptional investment experience.
That means more than just returns. It means offering peace of mind because investors know that a transparent process backed by decades of research is powering every decision. Our goal is to help people live better—not just years from now, but today.

investing on facts

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Emotions are an important aspect of many parts of life; however overall strategic investment decisions should be based on objective facts, not emotions.

Unexpected risk and ultimately selling at an inopportune time is the primary reason investors abandon their investment strategy and fail to accomplish their financial goals.

Diversify among and within asset classes. A globally diversified portfolio of stocks, fixed income, and alternative investments, with a preference toward undervalued and uncorrelated investments historically has provided an enhanced risk adjusted return over various market cycles.

Systematically take advantage of buying investments when they go down (become cheaper), and capture gains as they increase, all while keeping the portfolio at the appropriate risk level. This is also known as “buy low and sell high."

Utilizing expensive and non-tax efficient investments ultimately reduces your return.

The goal of investing is not to achieve the highest returns, it’s to accomplish your financial goals and provide peace of mind. Our role is to ensure our financial advice and portfolio management dependably helps you accomplish your financial goals.

Steps to Construct a Better Investment Experience

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Portfolio evaluation

Portfolio evaluation

  • Review and analyze current investment portfolio for investment opportunities
  • Understand how this portfolio fits into your overall financial picture now and into the future
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Portfolio Transition

Portfolio Transition

  • Establish custodial relationships and organize portfolio transition
  • Design investment portfolio and overall tax efficient transfer
  • Document the Investment Policy Statement
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Portfolio Management

Portfolio Management

  • Proactively manage and monitor portfolio
  • Methodically rebalance and manage the portfolio risk level
  • Reduce fees and limit taxes where possible
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Portfolio Review

Portfolio Review

  • Review investment holdings and activity
  • Confirm current risk level is appropriate based on your financial situation / plan
  • Make any updates or adjustments if needed

investment team

Our dedicated Investment Committee oversees strategic allocation, while providing active monitoring, oversight, and investment sourcing.

J. Tyler Haberling, CFP®

Founder, Board Member

William Wang, CFP®

Managing Director, HFG Trust

Kevin Floyd, CFA, CFP®, AIF®

Director of Investments

Ben Messinger, CFP®

Financial Advisor

Michael Tallman, CFP®, CTFA®

Senior Trust Officer

Bob Lagonegro, CFP®, CTFA®

Financial Advisor

Stephen Palm, CFP®

Financial Advisor

Megan Nichols, CFP®

Financial Advisor

Richard Prime, CFP®

Financial Advisor

K. Paul Hansen, CFP®, CPA

Financial Advisor

Anthony Smith, CFA®

Portfolio Manager & Financial Advisor

Brent Schafer, CFP®

Financial Advisor