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 2023 March 31st
Hallbert Hargrove*4.08%
Custom Benchmark4.30%
2023 March
One YearThree YearsFive YearsTen Years
Halbert Hargrove*(2.98%)9.12%4.12%4.72%
Custom Benchmark(4.20%)7.80%4.60%5.50%
*Before deducting Halbert Hargrove's advisory fee of approximately .32%.
 
Spiritual Park

The Spiritual Park of Mauritius Endowment

Helps to maintain and develop the Panchamukha Ganapati Shrine in La Pointe de Lascars

Kauai Beach

Rani Jothiswarar Memorial Fund

Provides support to the retreat center of the monastics of Kauai Aadheenam on Kauai, Hawaii

Positive Discipline Fund

Positive Discipline Endowment

Supports positive discipline projects and programs

Panchangam

Panchangam Endowment Fund

Provides free Vedic calendars

Planned Giving Guidance

Use care when selecting a trustee for a living trust

Use Giving Assistant to save money and support Hindu Heritage Endowment