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%, CBOE S&P 500 BuyWrite 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.

End of quarter 2022 June 30th
Hallbert Hargrove (HHE)(10.58%)
Custom Benchmark(14.10%)
2022 June 30th
One YearThree YearsFive YearsTen Years
Halbert Hargrove(7.98%)5.12%4.42%5.52%
Custom Benchmark(12.19%)3.38%4.28%5.64%
Before deducting Halbert Hargrove's advisory fee of approximately .32%.
 
Pillaiyar Shrine

The Murugan Temple of North America Pillaiyar Shrine Fund

Supports the Pillaiyar shrine in this Maryland, USA temple

Mahajana Fund

Manjung Hindu Sabha Orphanage Fund

Supports the orphanage at Sitiawan, Malaysia

Arizona Temple

The Manitha Neyam Trust Fund

Supports the Sivapoomi Elders Home, a home for the elderly in Kondavil, Sri Lanka

Malaysia Endowment

Malaysia Hindu Renaissance Fund

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

Planned Giving Guidance

Community Property and Joint Tenancy: Why the Way You Hold Property Matters

Use Giving Assistant to save money and support Hindu Heritage Endowment