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 approximately 50% MSCI All Country World Index net, 30% Bloomberg Global Aggregate Bond Index and 20% HFRX Global Hedge Fund Index. 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.

End of quarter 2021 March 31st
Hallbert Hargrove (HHE)(4.32%)
Custom Benchmark(5.0%)
2022 March 31st
One YearThree YearsFive YearsTen Years
Halbert Hargrove3.42%8.22%6.32%5.92%
Custom Benchmark1.40%8.20%7.40%6.80%
Before deducting Halbert Hargrove's advisory fee of approximately .32%.
 
Malaysia Endowment

Malaysia Hindu Renaissance Fund

Intended to permanently help support and maintain various Hindu purposes in Malaysia

Kodiswara

Kodiswara Satguru Malaysia Travel Fund

Provides for travel expenses to Malaysia for the Satguru of Kauai Aadheenam

Mahajana Fund

The Mahajana College Endowment

Is intended to permanently help support and maintain this college in Sri Lanka

Arizona Temple

Maha Ganapati Temple of Arizona Endowment

Provides support for this Arizona, USA temple

Planned Giving Guidance

Estate Planning Encouraged in the USA, Mauritius & Malaysia

Use Giving Assistant to save money and support Hindu Heritage Endowment