Investment Advisor

Halbert Hargrove



In January, 2011, the Centre for Fiduciary Excellence, LLC, in Toronto, Ontario, Canada, certified Halbert Hargrove to the standard described in the handbook "Prudent Practices for Investment Advisors." Halbert Hargrove is among the first Investment Advisors globally to successfully complete the independent certification process.

Russ Hill
Russ Hill: Chairman, CEO Halbert Hargrove MBA Stanford

The majority of investments are overseen by Halbert Hargrove—a Registered Investment Advisory firm, headquartered in Long Beach, California, focused on providing wealth advisory and investment services to high net worth individuals, foundations, and endowments.











Nick Strain
David A. Koch:
HHE Fund Councilor

Halbert Hargrove are independent wealth advisors and consultants with deep, constructive ties to research, market and technology-driven organizations. Their strategic approach is rooted in an investment philosophy developed through decades of experience in the markets, and in comprehensively managing wealth for institutional and individual clients.







Principal Growth by Year



Asset Allocation

Asset Allocation

Investment Returns Compared to A Custom Benchmark

To understand the investment returns of an endowment such as Hindu Heritage Endowment, it is helpful to compare it to similar investments. Halbert Hargrove has created a custom benchmark for the Hindu Heritage Endowment portfolio that approximates its investment holdings. The benchmark consists of: Bloomberg US Aggregate 33%, NCREIF Property Index 5%, HFRI Fund of Funds Composite Index 18%, MSCI EAFE Net 14%, MSCI EM (Emerging Markets) Net 5%, Russell 1000® 20%, Russell 2000® 5%. Index returns are for illustrative purposes only. Index performance returns do not reflect any management fees, transaction costs or expenses. Indexes are unmanaged and one cannot invest directly in an index.

Year to date 2024 March 31st
Hallbert Hargrove*4.58%
Custom Benchmark3.70%
2024 March
One YearThree YearsFive YearsTen Years
Halbert Hargrove*14.12%4.62%7.02%5.22%
Custom Benchmark11.20%2.60%6.10%5.60%
*Before deducting Halbert Hargrove's advisory fee of approximately .32%.
 
Jaffna Temple Fund

The Alaveddy Subramuniya Temple Fund

Helps provide upkeep of the Alaveddy Subramuniya Temple in Sri Lanka

Girls Home

The Yogaswami Hindu Girls' Home of Sittandy Endowment

Provides funds for this Sri Lanka girls home

Udayan

The Udayan Care Endowment

Helps to regenerate the lives of the disadvantaged, particularly children and women

Kautiliya Fund

The Kautiliya Endowment

Provides youth scholarships for monastic or priest training at Kauai Aadheenam

Global Human Rights

The Endowment for Global Hindu Rights

Helps support the Hindu American Foundation's Hindu human rights efforts

Planned Giving Guidance

How a Marital Bypass Trust May Save Thousands in Taxes

Use Giving Assistant to save money and support Hindu Heritage Endowment