Our Firm
Hooker & Holcombe Investment Advisors, Inc. was established to bring the skills and experience of pension
investment professionals along with the technology, data and analytical processes used by large institutional
investors to the local small and mid-sized retirement plan market place. Since 1996, HHIA has offered
independent advisory services to private sector, public sector, and non-profit clients who sponsor qualified
and non-qualified plans. HHIA is registered with the Securities and Exchange Commission.
Our investment professionals collectively have more than 70 years of experience in the financial services area.
Our backgrounds include prior experience as portfolio managers, pension consultants and treasury and finance
professionals.
HHIA is a wholly owned subsidiary of Hooker & Holcombe, Inc., one of the oldest and largest regional actuarial and employee benefit consulting firms in the Northeast. We are located in West Hartford, CT.
Independence
HHIA’s goal is to provide its investment advisory clients with investment advice and fiduciary support and to avoid any potential conflicts of interest. To preserve our complete independence:
- We do not offer any proprietary investment products
- We do not provide brokerage services
- We do not “direct” brokerage activity
- We do not accept or pay soft dollars