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.

Year to date 2022 September 30th
Hallbert Hargrove*(13.98%)
Custom Benchmark(17.0%)
2022 September 30th
One YearThree YearsFive YearsTen Years
Halbert Hargrove*(10.88%)3.72%3.12%4.62%
Custom Benchmark(14.70%)2.30%3.20%5.20%
*Before deducting Halbert Hargrove's advisory fee of approximately .32%.
 
Nallur Fund

Nallur and Kathirgamam Festival at Washington Murugan Temple Fund

Supports the annual Nallur and Kathirkamam festival

Nadesan Fund

Nadesan Family Lord Muruga Shum Fund

Supports Skanda Shashti festivals, the San Marga Murugan shrine and shum

Maryland Temple Endowment

Murugan Temple of North America Puja Fund

Supports the daily pujas in this Maryland, USA temple

Pillaiyar Shrine

The Murugan Temple of North America Pillaiyar Shrine Fund

Supports the Pillaiyar shrine in this Maryland, USA temple

Planned Giving Guidance

Why Do You Need to Know About Revocable Living Trusts?

Use Giving Assistant to save money and support Hindu Heritage Endowment